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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 | $74,583 | $88,672-15.9% | $105,223-29.1% | $82,448-9.5% |
| Participation rate | 41.5% | 67.9%-26.4pp | 75.0%-33.5pp | 68.1%-26.5pp |
| Annual return | 14.32% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,291 | $3,048-57.6% | $3,689-65.0% | $2,551-49.4% |
| Participant deferral / active EE | $1,955 | $4,036-51.6% | $5,072-61.5% | $4,139-52.8% |
| Admin fee / account holder | $6,674 | $7,146-6.6% | $8,859-24.7% | $7,234-7.7% |