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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 | $72,913 | $78,682-7.3% | $109,188-33.2% | $85,851-15.1% |
| Participation rate | 40.7% | 68.3%-27.5pp | 75.9%-35.1pp | 69.3%-28.6pp |
| Annual return | 14.28% | 25.09%-10.8pp | 25.76%-11.5pp | 318.63%-304.4pp |
| Employer contribution / active EE | $1,923 | $2,734-29.7% | $3,723-48.3% | $2,565-25.0% |
| Participant deferral / active EE | $3,747 | $3,468+8.1% | $4,654-19.5% | $3,952-5.2% |
| Admin fee / account holder | $4,764 | $5,470-12.9% | $6,755-29.5% | $6,261-23.9% |