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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 | $64,632 | $94,031-31.3% | $115,768-44.2% | $82,448-21.6% |
| Participation rate | 45.8% | 70.4%-24.6pp | 74.4%-28.6pp | 68.1%-22.2pp |
| Annual return | 16.59% | 20.61%-4.0pp | 100.46%-83.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,663 | $2,323-28.4% | $2,940-43.4% | $2,551-34.8% |
| Participant deferral / active EE | $3,385 | $3,972-14.8% | $4,917-31.1% | $4,139-18.2% |
| Admin fee / account holder | $713 | $10,249-93.0% | $12,439-94.3% | $7,234-90.1% |