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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 | $31,916 | $73,532-56.6% | $178,540-82.1% | $74,459-57.1% |
| Participation rate | 43.6% | 66.6%-23.0pp | 77.1%-33.5pp | 67.2%-23.6pp |
| Annual return | 13.82% | 17.51%-3.7pp | 27.15%-13.3pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $1,166 | $2,221-47.5% | $3,953-70.5% | $2,626-55.6% |
| Participant deferral / active EE | $2,304 | $4,519-49.0% | $6,281-63.3% | $4,350-47.0% |
| Admin fee / account holder | $2,520 | $1,813+39.0% | $10,424-75.8% | $1,945+29.6% |