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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 | $66,623 | $80,781-17.5% | $102,437-35.0% | $74,478-10.5% |
| Participation rate | 52.7% | 65.7%-12.9pp | 74.5%-21.8pp | 67.2%-14.5pp |
| Annual return | 15.93% | 27.58%-11.6pp | 24.95%-9.0pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $1,210 | $3,160-61.7% | $3,871-68.8% | $2,626-53.9% |
| Participant deferral / active EE | $2,446 | $3,862-36.7% | $5,060-51.7% | $4,350-43.8% |
| Admin fee / account holder | $6,885 | $2,372+190.2% | $8,388-17.9% | $1,946+253.8% |