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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 | $72,619 | $81,276-10.7% | $155,574-53.3% | $80,925-10.3% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.7%-27.7pp |
| Annual return | 13.63% | 33.36%-19.7pp | 64.87%-51.2pp | 35.65%-22.0pp |
| Employer contribution / active EE | $1,127 | $3,103-63.7% | $4,676-75.9% | $2,756-59.1% |
| Participant deferral / active EE | $3,896 | $3,453+12.8% | $5,629-30.8% | $4,299-9.4% |
| Admin fee / account holder | $2,956 | $7,993-63.0% | $15,914-81.4% | $6,940-57.4% |