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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 | $45,126-38.7% | $85,187-67.5% | $74,459-62.9% |
| Participation rate | 46.2% | 49.4%-3.1pp | 67.5%-21.3pp | 67.2%-21.0pp |
| Annual return | 13.64% | 26.30%-12.7pp | 66.67%-53.0pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $1,299 | $1,460-11.0% | $2,732-52.5% | $2,626-50.5% |
| Participant deferral / active EE | $2,997 | $2,738+9.4% | $4,525-33.8% | $4,350-31.1% |
| Admin fee / account holder | $4,106 | $2,212+85.6% | $6,162-33.4% | $1,945+111.1% |