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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 | $62,967 | $88,203-28.6% | $165,100-61.9% | $74,478-15.5% |
| Participation rate | 46.1% | 73.1%-27.0pp | 78.6%-32.5pp | 67.2%-21.1pp |
| Annual return | 17.38% | 17.13%+0.3pp | 70.21%-52.8pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $895 | $2,601-65.6% | $4,348-79.4% | $2,626-65.9% |
| Participant deferral / active EE | $2,391 | $4,505-46.9% | $6,035-60.4% | $4,350-45.0% |
| Admin fee / account holder | $4,977 | $2,235+122.7% | $12,696-60.8% | $1,946+155.8% |