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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 | $84,502 | $115,225-26.7% | $100,712-16.1% | $138,895-39.2% |
| Participation rate | 44.4% | 74.3%-29.9pp | 69.3%-24.8pp | 79.9%-35.5pp |
| Annual return | 14.00% | 40.35%-26.3pp | 33.27%-19.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,637 | $2,771-40.9% | $2,313-29.2% | $4,194-61.0% |
| Participant deferral / active EE | $8,547 | $4,699+81.9% | $4,085+109.2% | $6,396+33.6% |
| Admin fee / account holder | $20,026 | $10,844+84.7% | $9,256+116.4% | $12,562+59.4% |