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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 | $66,205 | $101,763-34.9% | $164,866-59.8% | $80,874-18.1% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.6%-17.6pp |
| Annual return | 13.09% | 16.73%-3.6pp | 69.97%-56.9pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,690 | $2,954-42.8% | $4,343-61.1% | $2,756-38.7% |
| Participant deferral / active EE | $3,306 | $4,477-26.2% | $6,033-45.2% | $4,297-23.1% |
| Admin fee / account holder | $6,329 | $8,228-23.1% | $12,689-50.1% | $6,935-8.7% |