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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 | $122,962-38.1% | $71,585+6.4% | $138,895-45.2% |
| Participation rate | 44.4% | 68.9%-24.4pp | 68.2%-23.7pp | 79.9%-35.5pp |
| Annual return | 14.93% | 37.84%-22.9pp | 59.26%-44.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $952 | $2,620-63.7% | $1,669-43.0% | $4,194-77.3% |
| Participant deferral / active EE | $3,096 | $4,311-28.2% | $2,923+5.9% | $6,396-51.6% |
| Admin fee / account holder | $3,481 | $6,488-46.4% | $4,712-26.1% | $12,562-72.3% |