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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 | $74,108 | $76,696-3.4% | $96,515-23.2% | $71,511+3.6% |
| Participation rate | 30.7% | 66.6%-35.9pp | 74.3%-43.7pp | 67.9%-37.3pp |
| Annual return | 19.45% | 48.32%-28.9pp | 35.73%-16.3pp | 28.86%-9.4pp |
| Employer contribution / active EE | $1,034 | $3,032-65.9% | $3,740-72.4% | $2,589-60.1% |
| Participant deferral / active EE | $1,988 | $3,770-47.3% | $4,880-59.3% | $4,291-53.7% |
| Admin fee / account holder | $3,402 | $2,030+67.6% | $6,735-49.5% | $1,588+114.2% |