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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 | $136,860-44.9% | $120,344-37.3% | $154,746-51.2% |
| Participation rate | 44.4% | 79.9%-35.4pp | 76.7%-32.3pp | 80.7%-36.3pp |
| Annual return | 28.23% | 21.38%+6.9pp | 20.30%+7.9pp | 172.34%-144.1pp |
| Employer contribution / active EE | $1,071 | $3,533-69.7% | $3,020-64.5% | $4,379-75.5% |
| Participant deferral / active EE | $3,289 | $5,793-43.2% | $5,135-36.0% | $6,730-51.1% |
| Admin fee / account holder | $466 | $15,393-97.0% | $12,742-96.3% | $14,365-96.8% |