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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 | $62,472 | $80,748-22.6% | $102,383-39.0% | $74,429-16.1% |
| Participation rate | 30.0% | 65.7%-35.6pp | 74.5%-44.5pp | 67.2%-37.2pp |
| Annual return | 13.58% | 27.57%-14.0pp | 24.94%-11.4pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $1,055 | $3,159-66.6% | $3,870-72.7% | $2,625-59.8% |
| Participant deferral / active EE | $2,061 | $3,861-46.6% | $5,060-59.3% | $4,348-52.6% |
| Admin fee / account holder | $4,561 | $2,371+92.4% | $8,391-45.6% | $1,944+134.6% |