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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 | $66,192 | $78,682-15.9% | $109,188-39.4% | $85,851-22.9% |
| Participation rate | 47.2% | 68.3%-21.1pp | 75.9%-28.7pp | 69.3%-22.1pp |
| Annual return | 16.92% | 25.09%-8.2pp | 25.76%-8.8pp | 318.63%-301.7pp |
| Employer contribution / active EE | $1,571 | $2,734-42.5% | $3,723-57.8% | $2,565-38.7% |
| Participant deferral / active EE | $3,944 | $3,468+13.7% | $4,654-15.3% | $3,952-0.2% |
| Admin fee / account holder | $2,546 | $5,470-53.4% | $6,755-62.3% | $6,261-59.3% |