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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 | $58,703 | $48,314+21.5% | $67,561-13.1% | $80,925-27.5% |
| Participation rate | 32.3% | 66.4%-34.1pp | 72.9%-40.6pp | 67.7%-35.4pp |
| Annual return | 14.89% | 18.28%-3.4pp | 3525.44%-3510.5pp | 35.65%-20.8pp |
| Employer contribution / active EE | $1,388 | $2,022-31.3% | $2,735-49.2% | $2,756-49.6% |
| Participant deferral / active EE | $1,672 | $2,927-42.9% | $4,003-58.2% | $4,299-61.1% |
| Admin fee / account holder | $2,921 | $3,690-20.8% | $4,006-27.1% | $6,940-57.9% |