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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 | $64,334 | $93,598-31.3% | $135,974-52.7% | $75,173-14.4% |
| Participation rate | 37.2% | 75.2%-38.0pp | 81.9%-44.7pp | 67.2%-30.0pp |
| Annual return | 16.44% | 30.89%-14.4pp | 68.30%-51.9pp | 160.72%-144.3pp |
| Employer contribution / active EE | $1,579 | $3,538-55.4% | $4,859-67.5% | $2,671-40.9% |
| Participant deferral / active EE | $6,191 | $6,405-3.3% | $7,760-20.2% | $4,126+50.0% |
| Admin fee / account holder | $22,238 | $6,978+218.7% | $10,767+106.5% | $5,651+293.5% |