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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 | $74,189 | $80,763-8.1% | $102,412-27.6% | $74,459-0.4% |
| Participation rate | 42.4% | 65.7%-23.2pp | 74.5%-32.1pp | 67.2%-24.8pp |
| Annual return | 19.18% | 27.57%-8.4pp | 24.94%-5.8pp | 1369.70%-1350.5pp |
| Employer contribution / active EE | $2,023 | $3,160-36.0% | $3,870-47.7% | $2,626-23.0% |
| Participant deferral / active EE | $3,492 | $3,862-9.6% | $5,060-31.0% | $4,350-19.7% |
| Admin fee / account holder | $5,135 | $2,371+116.5% | $8,388-38.8% | $1,945+164.0% |