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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 | $77,616 | $60,442+28.4% | $96,754-19.8% | $87,485-11.3% |
| Participation rate | 32.0% | 58.7%-26.7pp | 70.3%-38.3pp | 68.9%-36.9pp |
| Annual return | 16.12% | 21.97%-5.9pp | 82.04%-65.9pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,481 | $1,691-12.4% | $2,679-44.7% | $2,596-43.0% |
| Participant deferral / active EE | $3,689 | $3,280+12.5% | $4,758-22.5% | $4,274-13.7% |
| Admin fee / account holder | $3,232 | $5,069-36.2% | $8,905-63.7% | $7,775-58.4% |