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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 | $42,859 | $80,748-46.9% | $102,383-58.1% | $74,429-42.4% |
| Participation rate | 35.4% | 65.7%-30.3pp | 74.5%-39.1pp | 67.2%-31.8pp |
| Annual return | 25.62% | 27.57%-1.9pp | 24.94%+0.7pp | 1368.38%-1342.8pp |
| Employer contribution / active EE | $1,565 | $3,159-50.5% | $3,870-59.6% | $2,625-40.4% |
| Participant deferral / active EE | $2,969 | $3,861-23.1% | $5,060-41.3% | $4,348-31.7% |
| Admin fee / account holder | $3,891 | $2,371+64.1% | $8,391-53.6% | $1,944+100.1% |