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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 | $32,190 | $80,763-60.1% | $102,412-68.6% | $74,459-56.8% |
| Participation rate | 53.4% | 65.7%-12.3pp | 74.5%-21.1pp | 67.2%-13.8pp |
| Annual return | 14.35% | 27.57%-13.2pp | 24.94%-10.6pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $1,851 | $3,160-41.4% | $3,870-52.2% | $2,626-29.5% |
| Participant deferral / active EE | $2,792 | $3,862-27.7% | $5,060-44.8% | $4,350-35.8% |
| Admin fee / account holder | $1,023 | $2,371-56.8% | $8,388-87.8% | $1,945-47.4% |