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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 | $27,539 | $80,763-65.9% | $102,412-73.1% | $74,459-63.0% |
| Participation rate | 31.9% | 65.7%-33.8pp | 74.5%-42.6pp | 67.2%-35.3pp |
| Annual return | 12.45% | 27.57%-15.1pp | 24.94%-12.5pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $1,088 | $3,160-65.6% | $3,870-71.9% | $2,626-58.6% |
| Participant deferral / active EE | $2,380 | $3,862-38.4% | $5,060-53.0% | $4,350-45.3% |
| Admin fee / account holder | $8,531 | $2,371+259.7% | $8,388+1.7% | $1,945+338.6% |