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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 | $73,724 | $93,598-21.2% | $135,974-45.8% | $75,173-1.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 20.24% | 30.89%-10.7pp | 68.30%-48.1pp | 160.72%-140.5pp |
| Employer contribution / active EE | $1,586 | $3,538-55.2% | $4,859-67.4% | $2,671-40.6% |
| Participant deferral / active EE | $3,365 | $6,405-47.5% | $7,760-56.6% | $4,126-18.5% |
| Admin fee / account holder | $1,203 | $6,978-82.8% | $10,767-88.8% | $5,651-78.7% |