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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 | $50,356 | $88,137-42.9% | $164,975-69.5% | $74,429-32.3% |
| Participation rate | 60.0% | 73.1%-13.1pp | 78.6%-18.6pp | 67.2%-7.2pp |
| Annual return | 18.06% | 17.13%+0.9pp | 70.12%-52.1pp | 1368.38%-1350.3pp |
| Employer contribution / active EE | $1,741 | $2,597-33.0% | $4,343-59.9% | $2,625-33.7% |
| Participant deferral / active EE | $3,391 | $4,501-24.7% | $6,033-43.8% | $4,348-22.0% |
| Admin fee / account holder | $2,734 | $2,231+22.5% | $12,688-78.5% | $1,944+40.6% |