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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 | $81,771 | $116,360-29.7% | $65,566+24.7% | $139,466-41.4% |
| Participation rate | 54.5% | 67.8%-13.2pp | 64.9%-10.4pp | 80.3%-25.8pp |
| Annual return | 23.33% | 31.23%-7.9pp | 47.40%-24.1pp | 373.66%-350.3pp |
| Employer contribution / active EE | $1,659 | $2,600-36.2% | $1,692-1.9% | $4,754-65.1% |
| Participant deferral / active EE | $2,840 | $4,242-33.1% | $2,832+0.3% | $6,712-57.7% |
| Admin fee / account holder | $1,053 | $6,701-84.3% | $4,114-74.4% | $11,409-90.8% |