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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 | $68,785 | $80,763-14.8% | $102,412-32.8% | $74,459-7.6% |
| Participation rate | 35.7% | 65.7%-30.0pp | 74.5%-38.8pp | 67.2%-31.5pp |
| Annual return | 12.15% | 27.57%-15.4pp | 24.94%-12.8pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $1,502 | $3,160-52.5% | $3,870-61.2% | $2,626-42.8% |
| Participant deferral / active EE | $2,790 | $3,862-27.8% | $5,060-44.9% | $4,350-35.9% |
| Admin fee / account holder | $2,800 | $2,371+18.1% | $8,388-66.6% | $1,945+44.0% |