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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 | $23,049 | $104,251-77.9% | $91,004-74.7% | $147,586-84.4% |
| Participation rate | 42.9% | 78.2%-35.4pp | 75.6%-32.7pp | 82.8%-40.0pp |
| Annual return | 13.24% | 27.06%-13.8pp | 4.60%+8.6pp | 578.59%-565.4pp |
| Employer contribution / active EE | $1,174 | $3,116-62.3% | $2,456-52.2% | $4,876-75.9% |
| Participant deferral / active EE | $3,288 | $4,195-21.6% | $3,548-7.3% | $5,439-39.5% |
| Admin fee / account holder | $2,727 | $8,948-69.5% | $5,417-49.7% | $10,886-74.9% |