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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 | $67,893 | $78,670-13.7% | $109,173-37.8% | $85,847-20.9% |
| Participation rate | 44.0% | 68.3%-24.3pp | 75.9%-31.9pp | 69.3%-25.3pp |
| Annual return | 11.58% | 25.09%-13.5pp | 25.75%-14.2pp | 318.61%-307.0pp |
| Employer contribution / active EE | $1,201 | $2,734-56.1% | $3,723-67.7% | $2,565-53.2% |
| Participant deferral / active EE | $2,629 | $3,467-24.2% | $4,654-43.5% | $3,952-33.5% |
| Admin fee / account holder | $1,696 | $5,469-69.0% | $6,755-74.9% | $6,261-72.9% |