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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 | $67,160 | $62,164+8.0% | $81,482-17.6% | $74,400-9.7% |
| Participation rate | 47.6% | 64.1%-16.5pp | 69.5%-21.9pp | 67.2%-19.6pp |
| Annual return | 19.04% | 16.50%+2.5pp | 24.79%-5.8pp | 1367.51%-1348.5pp |
| Employer contribution / active EE | $1,919 | $1,884+1.9% | $2,463-22.1% | $2,624-26.9% |
| Participant deferral / active EE | $3,750 | $3,230+16.1% | $3,885-3.5% | $4,348-13.8% |
| Admin fee / account holder | $5,429 | $1,923+182.4% | $5,761-5.8% | $1,944+179.3% |