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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 | $75,841 | $122,962-38.3% | $71,585+5.9% | $138,895-45.4% |
| Participation rate | 37.5% | 68.9%-31.4pp | 68.2%-30.7pp | 79.9%-42.4pp |
| Annual return | 14.10% | 37.84%-23.7pp | 59.26%-45.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,813 | $2,620-30.8% | $1,669+8.7% | $4,194-56.8% |
| Participant deferral / active EE | $4,056 | $4,311-5.9% | $2,923+38.8% | $6,396-36.6% |
| Admin fee / account holder | $8,475 | $6,488+30.6% | $4,712+79.9% | $12,562-32.5% |