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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 | $59,438 | $80,731-26.4% | $103,374-42.5% | $74,546-20.3% |
| Participation rate | 29.8% | 65.7%-35.9pp | 74.5%-44.7pp | 67.2%-37.4pp |
| Annual return | 13.37% | 27.56%-14.2pp | 24.89%-11.5pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $1,295 | $3,158-59.0% | $3,869-66.5% | $2,624-50.6% |
| Participant deferral / active EE | $1,987 | $3,860-48.5% | $5,058-60.7% | $4,347-54.3% |
| Admin fee / account holder | $7,130 | $2,369+201.0% | $8,394-15.1% | $1,944+266.9% |