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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 | $81,747 | $97,648-16.3% | $121,663-32.8% | $87,485-6.6% |
| Participation rate | 38.5% | 70.5%-32.0pp | 74.5%-36.0pp | 68.9%-30.5pp |
| Annual return | 14.36% | 18.03%-3.7pp | 147.54%-133.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,099 | $2,300-52.2% | $3,020-63.6% | $2,596-57.7% |
| Participant deferral / active EE | $2,744 | $3,923-30.1% | $4,887-43.9% | $4,274-35.8% |
| Admin fee / account holder | $17,602 | $11,100+58.6% | $14,289+23.2% | $7,775+126.4% |