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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 | $74,839 | $62,166+20.4% | $81,286-7.9% | $74,429+0.6% |
| Participation rate | 31.8% | 64.1%-32.2pp | 69.5%-37.7pp | 67.2%-35.4pp |
| Annual return | 11.93% | 16.50%-4.6pp | 24.80%-12.9pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $1,339 | $1,881-28.8% | $2,463-45.6% | $2,625-49.0% |
| Participant deferral / active EE | $2,694 | $3,223-16.4% | $3,883-30.6% | $4,348-38.0% |
| Admin fee / account holder | $4,059 | $1,925+110.9% | $5,764-29.6% | $1,944+108.8% |