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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 | $39,083 | $80,781-51.6% | $102,437-61.8% | $74,478-47.5% |
| Participation rate | 54.0% | 65.7%-11.7pp | 74.5%-20.5pp | 67.2%-13.2pp |
| Annual return | 16.83% | 27.58%-10.7pp | 24.95%-8.1pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $2,090 | $3,160-33.9% | $3,871-46.0% | $2,626-20.4% |
| Participant deferral / active EE | $4,015 | $3,862+4.0% | $5,060-20.7% | $4,350-7.7% |
| Admin fee / account holder | $8,752 | $2,372+269.0% | $8,388+4.3% | $1,946+349.8% |