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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 | $66,696 | $81,504-18.2% | $102,437-34.9% | $80,959-17.6% |
| Participation rate | 41.4% | 66.9%-25.5pp | 74.5%-33.1pp | 67.7%-26.3pp |
| Annual return | 11.33% | 25.60%-14.3pp | 24.95%-13.6pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,375 | $3,104-55.7% | $3,871-64.5% | $2,757-50.1% |
| Participant deferral / active EE | $3,916 | $3,871+1.2% | $5,060-22.6% | $4,300-8.9% |
| Admin fee / account holder | $17,061 | $6,719+153.9% | $8,388+103.4% | $6,925+146.4% |