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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 | $76,155 | $151,427-49.7% | $112,860-32.5% | $154,746-50.8% |
| Participation rate | 44.4% | 69.1%-24.7pp | 66.3%-21.9pp | 80.7%-36.3pp |
| Annual return | 14.93% | 30.95%-16.0pp | 35.26%-20.3pp | 172.34%-157.4pp |
| Employer contribution / active EE | $952 | $2,750-65.4% | $2,206-56.9% | $4,379-78.3% |
| Participant deferral / active EE | $3,096 | $4,285-27.8% | $3,493-11.4% | $6,730-54.0% |
| Admin fee / account holder | $3,481 | $7,369-52.8% | $6,841-49.1% | $14,365-75.8% |