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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 | $69,061 | $73,978-6.6% | $96,515-28.4% | $75,173-8.1% |
| Participation rate | 42.9% | 66.4%-23.6pp | 74.3%-31.5pp | 67.2%-24.3pp |
| Annual return | 20.34% | 26.72%-6.4pp | 35.73%-15.4pp | 160.72%-140.4pp |
| Employer contribution / active EE | $1,164 | $2,931-60.3% | $3,740-68.9% | $2,671-56.4% |
| Participant deferral / active EE | $3,495 | $3,660-4.5% | $4,880-28.4% | $4,126-15.3% |
| Admin fee / account holder | $2,900 | $5,219-44.4% | $6,735-56.9% | $5,651-48.7% |