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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 | $69,742 | $77,920-10.5% | $149,723-53.4% | $75,177-7.2% |
| Participation rate | 50.8% | 65.6%-14.7pp | 78.8%-27.9pp | 67.2%-16.4pp |
| Annual return | 14.00% | 31.72%-17.7pp | 134.50%-120.5pp | 160.75%-146.7pp |
| Employer contribution / active EE | $1,957 | $3,138-37.7% | $4,821-59.4% | $2,671-26.8% |
| Participant deferral / active EE | $2,000 | $3,411-41.4% | $5,682-64.8% | $4,126-51.5% |
| Admin fee / account holder | $3,592 | $5,951-39.6% | $13,215-72.8% | $5,651-36.4% |