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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 | $73,442 | $106,749-31.2% | $145,433-49.5% | $82,448-10.9% |
| Participation rate | 56.7% | 75.6%-19.0pp | 82.1%-25.5pp | 68.1%-11.4pp |
| Annual return | 20.17% | 27.59%-7.4pp | 66.58%-46.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,106 | $3,444-67.9% | $4,554-75.7% | $2,551-56.6% |
| Participant deferral / active EE | $3,957 | $6,519-39.3% | $7,897-49.9% | $4,139-4.4% |
| Admin fee / account holder | $397 | $8,390-95.3% | $13,129-97.0% | $7,234-94.5% |