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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 | $61,487 | $80,763-23.9% | $102,412-40.0% | $74,459-17.4% |
| Participation rate | 42.2% | 65.7%-23.5pp | 74.5%-32.3pp | 67.2%-25.0pp |
| Annual return | 14.22% | 27.57%-13.4pp | 24.94%-10.7pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $1,673 | $3,160-47.1% | $3,870-56.8% | $2,626-36.3% |
| Participant deferral / active EE | $2,969 | $3,862-23.1% | $5,060-41.3% | $4,350-31.7% |
| Admin fee / account holder | $3,152 | $2,371+32.9% | $8,388-62.4% | $1,945+62.1% |