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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 | $67,727 | $44,984+50.6% | $85,009-20.3% | $74,546-9.1% |
| Participation rate | 40.0% | 49.4%-9.4pp | 67.5%-27.5pp | 67.2%-27.2pp |
| Annual return | 13.39% | 26.25%-12.9pp | 66.47%-53.1pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $1,332 | $1,458-8.6% | $2,728-51.2% | $2,624-49.2% |
| Participant deferral / active EE | $2,123 | $2,733-22.3% | $4,522-53.0% | $4,347-51.2% |
| Admin fee / account holder | $3,106 | $2,208+40.7% | $6,153-49.5% | $1,944+59.8% |