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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 | $58,083 | $62,177-6.6% | $81,370-28.6% | $74,478-22.0% |
| Participation rate | 33.8% | 64.1%-30.2pp | 69.5%-35.7pp | 67.2%-33.4pp |
| Annual return | 19.43% | 16.62%+2.8pp | 24.85%-5.4pp | 1370.56%-1351.1pp |
| Employer contribution / active EE | $927 | $1,881-50.7% | $2,464-62.4% | $2,626-64.7% |
| Participant deferral / active EE | $3,000 | $3,219-6.8% | $3,885-22.8% | $4,350-31.0% |
| Admin fee / account holder | $5,690 | $1,927+195.3% | $5,749-1.0% | $1,946+192.4% |