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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 | $64,679 | $76,407-15.3% | $150,298-57.0% | $82,448-21.6% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 17.39% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,163 | $2,614-55.5% | $4,154-72.0% | $2,551-54.4% |
| Participant deferral / active EE | $3,198 | $3,214-0.5% | $5,453-41.4% | $4,139-22.7% |
| Admin fee / account holder | $8,575 | $6,352+35.0% | $14,116-39.2% | $7,234+18.5% |