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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 | $71,927 | $86,938-17.3% | $102,423-29.8% | $80,925-11.1% |
| Participation rate | 40.6% | 72.4%-31.8pp | 76.5%-35.9pp | 67.7%-27.1pp |
| Annual return | 57.69% | 18.89%+38.8pp | 29.42%+28.3pp | 35.65%+22.0pp |
| Employer contribution / active EE | $1,016 | $2,369-57.1% | $3,023-66.4% | $2,756-63.1% |
| Participant deferral / active EE | $2,318 | $4,120-43.7% | $5,054-54.1% | $4,299-46.1% |
| Admin fee / account holder | $5,219 | $8,053-35.2% | $9,455-44.8% | $6,940-24.8% |