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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 | $71,763 | $62,166+15.4% | $81,286-11.7% | $74,429-3.6% |
| Participation rate | 35.2% | 64.1%-28.9pp | 69.5%-34.3pp | 67.2%-32.0pp |
| Annual return | 13.12% | 16.50%-3.4pp | 24.80%-11.7pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $1,096 | $1,881-41.7% | $2,463-55.5% | $2,625-58.3% |
| Participant deferral / active EE | $2,123 | $3,223-34.1% | $3,883-45.3% | $4,348-51.2% |
| Admin fee / account holder | $7,328 | $1,925+280.8% | $5,764+27.1% | $1,944+276.9% |