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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 | $106,864-31.3% | $147,318-50.1% | $82,637-11.1% |
| Participation rate | 56.7% | 75.5%-18.8pp | 82.1%-25.4pp | 68.1%-11.4pp |
| Annual return | 20.17% | 27.49%-7.3pp | 70.43%-50.3pp | 53.51%-33.3pp |
| Employer contribution / active EE | $1,106 | $3,417-67.6% | $4,593-75.9% | $2,552-56.6% |
| Participant deferral / active EE | $3,957 | $6,496-39.1% | $7,906-50.0% | $4,126-4.1% |
| Admin fee / account holder | $397 | $8,415-95.3% | $13,708-97.1% | $7,339-94.6% |