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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 | $42,960 | $80,731-46.8% | $103,374-58.4% | $74,546-42.4% |
| Participation rate | 26.5% | 65.7%-39.2pp | 74.5%-48.0pp | 67.2%-40.7pp |
| Annual return | 13.41% | 27.56%-14.2pp | 24.89%-11.5pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $1,107 | $3,158-64.9% | $3,869-71.4% | $2,624-57.8% |
| Participant deferral / active EE | $2,459 | $3,860-36.3% | $5,058-51.4% | $4,347-43.4% |
| Admin fee / account holder | $3,709 | $2,369+56.6% | $8,394-55.8% | $1,944+90.8% |