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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 | $75,022 | $88,186-14.9% | $165,071-54.6% | $74,459+0.8% |
| Participation rate | 46.6% | 73.1%-26.5pp | 78.6%-32.0pp | 67.2%-20.6pp |
| Annual return | 12.54% | 17.13%-4.6pp | 70.17%-57.6pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $1,781 | $2,600-31.5% | $4,347-59.0% | $2,626-32.2% |
| Participant deferral / active EE | $3,256 | $4,505-27.7% | $6,035-46.0% | $4,350-25.1% |
| Admin fee / account holder | $4,208 | $2,234+88.4% | $12,695-66.8% | $1,945+116.4% |