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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 | $76,823 | $108,825-29.4% | $156,181-50.8% | $82,448-6.8% |
| Participation rate | 47.7% | 72.4%-24.6pp | 78.8%-31.1pp | 68.1%-20.3pp |
| Annual return | 16.56% | 20.59%-4.0pp | 64.87%-48.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,481 | $2,870-48.4% | $4,294-65.5% | $2,551-42.0% |
| Participant deferral / active EE | $3,458 | $4,577-24.5% | $6,132-43.6% | $4,139-16.5% |
| Admin fee / account holder | $2,326 | $9,341-75.1% | $14,586-84.1% | $7,234-67.9% |