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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 | $54,063 | $45,043+20.0% | $85,063-36.4% | $74,400-27.3% |
| Participation rate | 24.1% | 49.4%-25.3pp | 67.5%-43.4pp | 67.2%-43.2pp |
| Annual return | 15.67% | 26.26%-10.6pp | 66.54%-50.9pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $569 | $1,458-60.9% | $2,727-79.1% | $2,624-78.3% |
| Participant deferral / active EE | $1,077 | $2,733-60.6% | $4,523-76.2% | $4,348-75.2% |
| Admin fee / account holder | $2,023 | $2,210-8.5% | $6,155-67.1% | $1,944+4.1% |