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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 | $70,987 | $106,864-33.6% | $147,318-51.8% | $82,637-14.1% |
| Participation rate | 43.6% | 75.5%-31.9pp | 82.1%-38.5pp | 68.1%-24.5pp |
| Annual return | 14.22% | 27.49%-13.3pp | 70.43%-56.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,575 | $3,417-53.9% | $4,593-65.7% | $2,552-38.3% |
| Participant deferral / active EE | $4,000 | $6,496-38.4% | $7,906-49.4% | $4,126-3.1% |
| Admin fee / account holder | $3,680 | $8,415-56.3% | $13,708-73.2% | $7,339-49.9% |