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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 | $65,885 | $79,894-17.5% | $135,792-51.5% | $82,637-20.3% |
| Participation rate | 42.6% | 63.0%-20.4pp | 72.6%-30.0pp | 68.1%-25.4pp |
| Annual return | 17.31% | 17.20%+0.1pp | 25.96%-8.7pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,569 | $2,165-27.5% | $3,496-55.1% | $2,552-38.5% |
| Participant deferral / active EE | $3,738 | $3,194+17.0% | $4,759-21.5% | $4,126-9.4% |
| Admin fee / account holder | $23,208 | $6,434+260.7% | $12,266+89.2% | $7,339+216.2% |