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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 | $71,649 | $81,331-11.9% | $155,534-53.9% | $80,935-11.5% |
| Participation rate | 48.0% | 66.3%-18.3pp | 78.2%-30.2pp | 67.7%-19.7pp |
| Annual return | 18.86% | 33.37%-14.5pp | 64.92%-46.1pp | 35.66%-16.8pp |
| Employer contribution / active EE | $1,568 | $3,105-49.5% | $4,675-66.5% | $2,757-43.1% |
| Participant deferral / active EE | $3,542 | $3,454+2.5% | $5,630-37.1% | $4,299-17.6% |
| Admin fee / account holder | $1,022 | $7,999-87.2% | $15,900-93.6% | $6,924-85.2% |