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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 | $38,810 | $80,731-51.9% | $103,378-62.5% | $74,400-47.8% |
| Participation rate | 50.4% | 65.7%-15.3pp | 74.5%-24.1pp | 67.2%-16.8pp |
| Annual return | 18.03% | 27.56%-9.5pp | 24.91%-6.9pp | 1367.51%-1349.5pp |
| Employer contribution / active EE | $1,427 | $3,159-54.8% | $3,870-63.1% | $2,624-45.6% |
| Participant deferral / active EE | $2,729 | $3,862-29.3% | $5,058-46.0% | $4,348-37.2% |
| Admin fee / account holder | $870 | $2,369-63.3% | $8,401-89.6% | $1,944-55.2% |