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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 | $69,097 | $108,882-36.5% | $96,754-28.6% | $154,746-55.3% |
| Participation rate | 44.4% | 75.1%-30.6pp | 70.3%-25.8pp | 80.7%-36.3pp |
| Annual return | 14.32% | 98.39%-84.1pp | 82.04%-67.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,449 | $3,018-52.0% | $2,679-45.9% | $4,379-66.9% |
| Participant deferral / active EE | $1,786 | $5,323-66.5% | $4,758-62.5% | $6,730-73.5% |
| Admin fee / account holder | $13,762 | $10,200+34.9% | $8,905+54.5% | $14,365-4.2% |