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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 | $116,167-34.7% | $64,489+17.6% | $137,256-44.7% |
| Participation rate | 37.5% | 68.2%-30.7pp | 67.7%-30.2pp | 80.0%-42.5pp |
| Annual return | 14.10% | 36.55%-22.4pp | 55.03%-40.9pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,813 | $2,483-27.0% | $1,523+19.1% | $4,156-56.4% |
| Participant deferral / active EE | $4,056 | $4,215-3.8% | $2,778+46.0% | $6,407-36.7% |
| Admin fee / account holder | $8,475 | $6,188+37.0% | $4,260+99.0% | $12,270-30.9% |