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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 | $30,445 | $79,700-61.8% | $153,476-80.2% | $74,400-59.1% |
| Participation rate | 42.7% | 69.8%-27.1pp | 77.1%-34.4pp | 67.2%-24.5pp |
| Annual return | 18.15% | 15.07%+3.1pp | 15.66%+2.5pp | 1367.51%-1349.4pp |
| Employer contribution / active EE | $2,094 | $4,016-47.9% | $5,038-58.4% | $2,624-20.2% |
| Participant deferral / active EE | $3,762 | $5,315-29.2% | $6,759-44.3% | $4,348-13.5% |
| Admin fee / account holder | $1,025 | $1,790-42.7% | $12,729-92.0% | $1,944-47.3% |