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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 | $64,233 | $79,955-19.7% | $98,450-34.8% | $75,181-14.6% |
| Participation rate | 41.0% | 70.4%-29.3pp | 75.2%-34.1pp | 67.2%-26.2pp |
| Annual return | 13.84% | 19.75%-5.9pp | 21.16%-7.3pp | 160.69%-146.8pp |
| Employer contribution / active EE | $1,590 | $2,264-29.8% | $3,049-47.8% | $2,671-40.5% |
| Participant deferral / active EE | $3,028 | $3,752-19.3% | $4,739-36.1% | $4,126-26.6% |
| Admin fee / account holder | $4,667 | $6,841-31.8% | $8,961-47.9% | $5,650-17.4% |