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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 | $47,259 | $80,763-41.5% | $102,412-53.9% | $74,459-36.5% |
| Participation rate | 25.0% | 65.7%-40.7pp | 74.5%-49.5pp | 67.2%-42.2pp |
| Annual return | 13.49% | 27.57%-14.1pp | 24.94%-11.5pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $1,254 | $3,160-60.3% | $3,870-67.6% | $2,626-52.3% |
| Participant deferral / active EE | $2,352 | $3,862-39.1% | $5,060-53.5% | $4,350-45.9% |
| Admin fee / account holder | $4,695 | $2,371+98.0% | $8,388-44.0% | $1,945+141.4% |