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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 | $87,878-21.9% | $97,411-29.5% | $82,637-16.9% |
| Participation rate | 35.9% | 75.6%-39.7pp | 80.4%-44.5pp | 68.1%-32.2pp |
| Annual return | 15.79% | 54.63%-38.8pp | 34.72%-18.9pp | 53.51%-37.7pp |
| Employer contribution / active EE | $1,316 | $3,800-65.4% | $4,210-68.7% | $2,552-48.5% |
| Participant deferral / active EE | $2,662 | $5,525-51.8% | $5,886-54.8% | $4,126-35.5% |
| Admin fee / account holder | $10,457 | $6,743+55.1% | $7,145+46.4% | $7,339+42.5% |