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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 | $68,672 | $90,674-24.3% | $96,707-29.0% | $82,448-16.7% |
| Participation rate | 35.9% | 75.9%-40.1pp | 80.4%-44.5pp | 68.1%-32.2pp |
| Annual return | 15.79% | 49.05%-33.3pp | 34.78%-19.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,316 | $3,975-66.9% | $4,191-68.6% | $2,551-48.4% |
| Participant deferral / active EE | $2,662 | $5,696-53.3% | $5,997-55.6% | $4,139-35.7% |
| Admin fee / account holder | $10,457 | $7,568+38.2% | $7,503+39.4% | $7,234+44.5% |