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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,300 | $73,459-54.7% | $178,528-81.3% | $74,429-55.3% |
| Participation rate | 46.1% | 66.5%-20.4pp | 77.1%-31.0pp | 67.2%-21.1pp |
| Annual return | 15.68% | 17.50%-1.8pp | 27.11%-11.4pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $2,041 | $2,219-8.0% | $3,950-48.3% | $2,625-22.2% |
| Participant deferral / active EE | $3,847 | $4,515-14.8% | $6,278-38.7% | $4,348-11.5% |
| Admin fee / account holder | $3,426 | $1,812+89.1% | $10,419-67.1% | $1,944+76.2% |