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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 | $75,465 | $124,425-39.3% | $112,040-32.6% | $137,256-45.0% |
| Participation rate | 44.4% | 79.3%-34.9pp | 76.5%-32.0pp | 80.0%-35.5pp |
| Annual return | 28.23% | 24.72%+3.5pp | 24.52%+3.7pp | 220.34%-192.1pp |
| Employer contribution / active EE | $1,071 | $3,411-68.6% | $2,954-63.8% | $4,156-74.2% |
| Participant deferral / active EE | $3,289 | $5,718-42.5% | $5,098-35.5% | $6,407-48.7% |
| Admin fee / account holder | $466 | $15,207-96.9% | $12,098-96.2% | $12,270-96.2% |