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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 | $38,928 | $80,763-51.8% | $102,412-62.0% | $74,459-47.7% |
| Participation rate | 40.4% | 65.7%-25.2pp | 74.5%-34.1pp | 67.2%-26.8pp |
| Annual return | 11.31% | 27.57%-16.3pp | 24.94%-13.6pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $1,759 | $3,160-44.3% | $3,870-54.5% | $2,626-33.0% |
| Participant deferral / active EE | $3,062 | $3,862-20.7% | $5,060-39.5% | $4,350-29.6% |
| Admin fee / account holder | $2,056 | $2,371-13.3% | $8,388-75.5% | $1,945+5.7% |