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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 | $76,917 | $93,598-17.8% | $135,974-43.4% | $75,173+2.3% |
| Participation rate | 38.5% | 75.2%-36.7pp | 81.9%-43.5pp | 67.2%-28.7pp |
| Annual return | 24.65% | 30.89%-6.2pp | 68.30%-43.7pp | 160.72%-136.1pp |
| Employer contribution / active EE | $1,237 | $3,538-65.0% | $4,859-74.6% | $2,671-53.7% |
| Participant deferral / active EE | $3,111 | $6,405-51.4% | $7,760-59.9% | $4,126-24.6% |
| Admin fee / account holder | $808 | $6,978-88.4% | $10,767-92.5% | $5,651-85.7% |