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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 | $72,777 | $182,442-60.1% | $163,379-55.5% | $138,895-47.6% |
| Participation rate | 29.4% | 79.8%-50.4pp | 76.8%-47.4pp | 79.9%-50.5pp |
| Annual return | 11.12% | 72.74%-61.6pp | 63.41%-52.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,762 | $4,159-57.6% | $3,752-53.0% | $4,194-58.0% |
| Participant deferral / active EE | $4,418 | $6,817-35.2% | $6,282-29.7% | $6,396-30.9% |
| Admin fee / account holder | $12,548 | $10,396+20.7% | $9,818+27.8% | $12,562-0.1% |