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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 | $69,776 | $80,748-13.6% | $102,383-31.8% | $74,429-6.3% |
| Participation rate | 30.7% | 65.7%-35.0pp | 74.5%-43.8pp | 67.2%-36.5pp |
| Annual return | 15.81% | 27.57%-11.8pp | 24.94%-9.1pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $1,342 | $3,159-57.5% | $3,870-65.3% | $2,625-48.9% |
| Participant deferral / active EE | $2,222 | $3,861-42.5% | $5,060-56.1% | $4,348-48.9% |
| Admin fee / account holder | $1,187 | $2,371-49.9% | $8,391-85.9% | $1,944-38.9% |