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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 | $80,763-13.6% | $102,412-31.9% | $74,459-6.3% |
| 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 | 1369.70%-1353.9pp |
| Employer contribution / active EE | $1,342 | $3,160-57.5% | $3,870-65.3% | $2,626-48.9% |
| Participant deferral / active EE | $2,222 | $3,862-42.5% | $5,060-56.1% | $4,350-48.9% |
| Admin fee / account holder | $1,187 | $2,371-49.9% | $8,388-85.8% | $1,945-38.9% |