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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 | $38,643 | $62,164-37.8% | $81,482-52.6% | $74,400-48.1% |
| Participation rate | 39.8% | 64.1%-24.3pp | 69.5%-29.7pp | 67.2%-27.4pp |
| Annual return | 13.04% | 16.50%-3.5pp | 24.79%-11.7pp | 1367.51%-1354.5pp |
| Employer contribution / active EE | $1,518 | $1,884-19.4% | $2,463-38.4% | $2,624-42.2% |
| Participant deferral / active EE | $2,548 | $3,230-21.1% | $3,885-34.4% | $4,348-41.4% |
| Admin fee / account holder | $1,480 | $1,923-23.0% | $5,761-74.3% | $1,944-23.9% |