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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 | $58,221 | $80,748-27.9% | $102,383-43.1% | $74,429-21.8% |
| Participation rate | 38.0% | 65.7%-27.7pp | 74.5%-36.5pp | 67.2%-29.2pp |
| Annual return | 16.60% | 27.57%-11.0pp | 24.94%-8.3pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $1,336 | $3,159-57.7% | $3,870-65.5% | $2,625-49.1% |
| Participant deferral / active EE | $2,850 | $3,861-26.2% | $5,060-43.7% | $4,348-34.5% |
| Admin fee / account holder | $1,709 | $2,371-27.9% | $8,391-79.6% | $1,944-12.1% |