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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 | $35,012 | $80,763-56.6% | $102,412-65.8% | $74,459-53.0% |
| Participation rate | 45.8% | 65.7%-19.9pp | 74.5%-28.7pp | 67.2%-21.4pp |
| Annual return | 14.63% | 27.57%-12.9pp | 24.94%-10.3pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $1,695 | $3,160-46.4% | $3,870-56.2% | $2,626-35.5% |
| Participant deferral / active EE | $3,197 | $3,862-17.2% | $5,060-36.8% | $4,350-26.5% |
| Admin fee / account holder | $4,080 | $2,371+72.0% | $8,388-51.4% | $1,945+109.8% |