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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 | $71,277 | $110,303-35.4% | $95,759-25.6% | $139,487-48.9% |
| Participation rate | 41.2% | 75.7%-34.6pp | 72.3%-31.1pp | 80.3%-39.2pp |
| Annual return | 20.19% | 27.19%-7.0pp | 28.42%-8.2pp | 373.84%-353.7pp |
| Employer contribution / active EE | $1,617 | $3,261-50.4% | $2,836-43.0% | $4,755-66.0% |
| Participant deferral / active EE | $3,489 | $4,674-25.4% | $4,244-17.8% | $6,713-48.0% |
| Admin fee / account holder | $1,201 | $6,615-81.8% | $5,678-78.8% | $11,407-89.5% |