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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 | $67,724 | $87,106-22.3% | $105,607-35.9% | $80,935-16.3% |
| Participation rate | 37.8% | 70.4%-32.7pp | 75.3%-37.5pp | 67.7%-29.9pp |
| Annual return | 14.82% | 17.01%-2.2pp | 116.11%-101.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,589 | $2,396-33.7% | $3,167-49.8% | $2,757-42.3% |
| Participant deferral / active EE | $4,754 | $3,986+19.3% | $5,011-5.1% | $4,299+10.6% |
| Admin fee / account holder | $27,330 | $8,447+223.5% | $10,958+149.4% | $6,924+294.7% |