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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 | $80,748-51.6% | $102,383-61.8% | $74,429-47.5% |
| Participation rate | 54.0% | 65.7%-11.7pp | 74.5%-20.5pp | 67.2%-13.2pp |
| Annual return | 16.83% | 27.57%-10.7pp | 24.94%-8.1pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $2,090 | $3,159-33.8% | $3,870-46.0% | $2,625-20.4% |
| Participant deferral / active EE | $4,015 | $3,861+4.0% | $5,060-20.7% | $4,348-7.7% |
| Admin fee / account holder | $8,752 | $2,371+269.2% | $8,391+4.3% | $1,944+350.1% |