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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 | $73,019 | $101,795-28.3% | $165,100-55.8% | $80,959-9.8% |
| Participation rate | 41.0% | 71.8%-30.8pp | 78.6%-37.6pp | 67.7%-26.7pp |
| Annual return | 15.55% | 16.73%-1.2pp | 70.21%-54.7pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,386 | $2,954-53.1% | $4,348-68.1% | $2,757-49.7% |
| Participant deferral / active EE | $3,351 | $4,476-25.1% | $6,035-44.5% | $4,300-22.1% |
| Admin fee / account holder | $7,243 | $8,221-11.9% | $12,696-43.0% | $6,925+4.6% |