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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 | $71,195 | $118,454-39.9% | $98,441-27.7% | $139,427-48.9% |
| Participation rate | 44.4% | 77.5%-33.0pp | 75.2%-30.7pp | 80.3%-35.9pp |
| Annual return | 14.36% | 18.94%-4.6pp | 21.16%-6.8pp | 373.27%-358.9pp |
| Employer contribution / active EE | $1,416 | $3,610-60.8% | $3,048-53.5% | $4,752-70.2% |
| Participant deferral / active EE | $3,996 | $5,392-25.9% | $4,738-15.7% | $6,711-40.5% |
| Admin fee / account holder | $667 | $14,053-95.3% | $8,960-92.6% | $11,404-94.2% |