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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 | $29,898 | $80,763-63.0% | $102,412-70.8% | $74,459-59.8% |
| Participation rate | 29.8% | 65.7%-35.9pp | 74.5%-44.7pp | 67.2%-37.5pp |
| Annual return | 25.48% | 27.57%-2.1pp | 24.94%+0.5pp | 1369.70%-1344.2pp |
| Employer contribution / active EE | $1,144 | $3,160-63.8% | $3,870-70.4% | $2,626-56.4% |
| Participant deferral / active EE | $2,056 | $3,862-46.8% | $5,060-59.4% | $4,350-52.7% |
| Admin fee / account holder | $2,503 | $2,371+5.5% | $8,388-70.2% | $1,945+28.7% |