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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 | $58,896 | $80,781-27.1% | $102,437-42.5% | $74,478-20.9% |
| Participation rate | 41.8% | 65.7%-23.9pp | 74.5%-32.7pp | 67.2%-25.4pp |
| Annual return | 22.19% | 27.58%-5.4pp | 24.95%-2.8pp | 1370.56%-1348.4pp |
| Employer contribution / active EE | $1,521 | $3,160-51.9% | $3,871-60.7% | $2,626-42.1% |
| Participant deferral / active EE | $3,606 | $3,862-6.6% | $5,060-28.7% | $4,350-17.1% |
| Admin fee / account holder | $4,811 | $2,372+102.8% | $8,388-42.7% | $1,946+147.2% |