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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 | $63,592 | $80,781-21.3% | $102,437-37.9% | $74,478-14.6% |
| Participation rate | 32.0% | 65.7%-33.7pp | 74.5%-42.5pp | 67.2%-35.2pp |
| Annual return | 26.33% | 27.58%-1.2pp | 24.95%+1.4pp | 1370.56%-1344.2pp |
| Employer contribution / active EE | $1,218 | $3,160-61.4% | $3,871-68.5% | $2,626-53.6% |
| Participant deferral / active EE | $2,506 | $3,862-35.1% | $5,060-50.5% | $4,350-42.4% |
| Admin fee / account holder | $19,408 | $2,372+718.2% | $8,388+131.4% | $1,946+897.4% |