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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 | $66,863 | $73,955-9.6% | $96,520-30.7% | $75,181-11.1% |
| Participation rate | 40.5% | 66.4%-25.9pp | 74.3%-33.8pp | 67.2%-26.7pp |
| Annual return | 15.93% | 26.72%-10.8pp | 35.72%-19.8pp | 160.69%-144.8pp |
| Employer contribution / active EE | $1,059 | $2,930-63.9% | $3,739-71.7% | $2,671-60.4% |
| Participant deferral / active EE | $2,673 | $3,659-27.0% | $4,879-45.2% | $4,126-35.2% |
| Admin fee / account holder | $11,134 | $5,217+113.4% | $6,733+65.4% | $5,650+97.1% |