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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 | $59,220 | $45,126+31.2% | $85,187-30.5% | $74,459-20.5% |
| Participation rate | 45.1% | 49.4%-4.2pp | 67.5%-22.4pp | 67.2%-22.1pp |
| Annual return | 17.44% | 26.30%-8.9pp | 66.67%-49.2pp | 1369.70%-1352.3pp |
| Employer contribution / active EE | $1,232 | $1,460-15.6% | $2,732-54.9% | $2,626-53.1% |
| Participant deferral / active EE | $2,216 | $2,738-19.1% | $4,525-51.0% | $4,350-49.0% |
| Admin fee / account holder | $3,280 | $2,212+48.3% | $6,162-46.8% | $1,945+68.7% |