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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 | $69,553 | $100,901-31.1% | $75,501-7.9% | $147,585-52.9% |
| Participation rate | 47.6% | 77.1%-29.5pp | 72.4%-24.7pp | 82.8%-35.2pp |
| Annual return | 19.04% | 35.78%-16.7pp | 27.35%-8.3pp | 578.58%-559.5pp |
| Employer contribution / active EE | $1,614 | $3,253-50.4% | $2,352-31.4% | $4,876-66.9% |
| Participant deferral / active EE | $2,259 | $4,027-43.9% | $3,142-28.1% | $5,439-58.5% |
| Admin fee / account holder | $1,782 | $11,285-84.2% | $5,801-69.3% | $10,886-83.6% |