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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 | $27,646 | $45,119-38.7% | $85,126-67.5% | $74,429-62.9% |
| Participation rate | 46.2% | 49.4%-3.1pp | 67.5%-21.3pp | 67.2%-21.0pp |
| Annual return | 13.64% | 26.28%-12.6pp | 66.63%-53.0pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $1,299 | $1,460-11.0% | $2,731-52.4% | $2,625-50.5% |
| Participant deferral / active EE | $2,997 | $2,738+9.5% | $4,523-33.7% | $4,348-31.1% |
| Admin fee / account holder | $4,106 | $2,214+85.4% | $6,160-33.4% | $1,944+111.2% |