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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 | $71,102 | $62,166+14.4% | $81,353-12.6% | $74,459-4.5% |
| Participation rate | 29.4% | 64.1%-34.6pp | 69.5%-40.1pp | 67.2%-37.8pp |
| Annual return | 13.26% | 16.50%-3.2pp | 24.82%-11.6pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $1,201 | $1,881-36.2% | $2,464-51.3% | $2,626-54.3% |
| Participant deferral / active EE | $2,971 | $3,223-7.8% | $3,885-23.5% | $4,350-31.7% |
| Admin fee / account holder | $4,756 | $1,925+147.1% | $5,766-17.5% | $1,945+144.6% |