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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 | $63,347 | $80,781-21.6% | $102,437-38.2% | $74,478-14.9% |
| Participation rate | 40.3% | 65.7%-25.4pp | 74.5%-34.2pp | 67.2%-26.9pp |
| Annual return | 21.67% | 27.58%-5.9pp | 24.95%-3.3pp | 1370.56%-1348.9pp |
| Employer contribution / active EE | $1,401 | $3,160-55.7% | $3,871-63.8% | $2,626-46.7% |
| Participant deferral / active EE | $2,643 | $3,862-31.6% | $5,060-47.8% | $4,350-39.2% |
| Admin fee / account holder | $5,393 | $2,372+127.3% | $8,388-35.7% | $1,946+177.2% |