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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 | $70,115 | $88,672-20.9% | $105,223-33.4% | $82,448-15.0% |
| Participation rate | 44.4% | 67.9%-23.5pp | 75.0%-30.6pp | 68.1%-23.6pp |
| Annual return | 17.89% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,999 | $3,048-34.4% | $3,689-45.8% | $2,551-21.7% |
| Participant deferral / active EE | $3,288 | $4,036-18.5% | $5,072-35.2% | $4,139-20.6% |
| Admin fee / account holder | $3,081 | $7,146-56.9% | $8,859-65.2% | $7,234-57.4% |