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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 | $69,732 | $57,352+21.6% | $83,831-16.8% | $64,173+8.7% |
| Participation rate | 44.8% | 68.6%-23.8pp | 76.1%-31.3pp | 69.6%-24.7pp |
| Annual return | 3.86% | 11.38%-7.5pp | 850.99%-847.1pp | 7.63%-3.8pp |
| Employer contribution / active EE | $1,140 | $2,546-55.2% | $3,631-68.6% | $2,381-52.1% |
| Participant deferral / active EE | $2,109 | $2,993-29.5% | $4,082-48.3% | $3,470-39.2% |
| Admin fee / account holder | $2,414 | $4,046-40.3% | $5,479-55.9% | $4,887-50.6% |