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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 | $63,057 | $80,763-21.9% | $102,412-38.4% | $74,459-15.3% |
| Participation rate | 44.6% | 65.7%-21.1pp | 74.5%-29.9pp | 67.2%-22.6pp |
| Annual return | 13.80% | 27.57%-13.8pp | 24.94%-11.1pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $1,574 | $3,160-50.2% | $3,870-59.3% | $2,626-40.1% |
| Participant deferral / active EE | $2,926 | $3,862-24.2% | $5,060-42.2% | $4,350-32.7% |
| Admin fee / account holder | $2,422 | $2,371+2.1% | $8,388-71.1% | $1,945+24.5% |