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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 | $72,699 | $156,616-53.6% | $133,346-45.5% | $198,609-63.4% |
| Participation rate | 60.9% | 77.7%-16.8pp | 72.8%-12.0pp | 82.4%-21.5pp |
| Annual return | 16.20% | 44.25%-28.1pp | 36.85%-20.7pp | 202.70%-186.5pp |
| Employer contribution / active EE | $1,600 | $3,368-52.5% | $2,853-43.9% | $5,055-68.3% |
| Participant deferral / active EE | $4,166 | $4,920-15.3% | $4,332-3.8% | $6,977-40.3% |
| Admin fee / account holder | $12,130 | $17,468-30.6% | $14,264-15.0% | $19,030-36.3% |