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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 | $63,075 | $106,864-41.0% | $147,318-57.2% | $82,637-23.7% |
| Participation rate | 31.7% | 75.5%-43.8pp | 82.1%-50.4pp | 68.1%-36.3pp |
| Annual return | 16.18% | 27.49%-11.3pp | 70.43%-54.3pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,449 | $3,417-57.6% | $4,593-68.4% | $2,552-43.2% |
| Participant deferral / active EE | $3,659 | $6,496-43.7% | $7,906-53.7% | $4,126-11.3% |
| Admin fee / account holder | $14,699 | $8,415+74.7% | $13,708+7.2% | $7,339+100.3% |