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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 | $75,725 | $112,729-32.8% | $98,716-23.3% | $137,256-44.8% |
| Participation rate | 43.8% | 74.2%-30.5pp | 69.3%-25.5pp | 80.0%-36.2pp |
| Annual return | 19.40% | 38.48%-19.1pp | 31.81%-12.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,158 | $2,725-57.5% | $2,279-49.2% | $4,156-72.1% |
| Participant deferral / active EE | $3,088 | $4,640-33.5% | $4,048-23.7% | $6,407-51.8% |
| Admin fee / account holder | $2,895 | $10,129-71.4% | $8,703-66.7% | $12,270-76.4% |