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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 | $68,542 | $94,031-27.1% | $115,768-40.8% | $82,448-16.9% |
| Participation rate | 44.6% | 70.4%-25.8pp | 74.4%-29.8pp | 68.1%-23.4pp |
| Annual return | 16.76% | 20.61%-3.8pp | 100.46%-83.7pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,117 | $2,323-51.9% | $2,940-62.0% | $2,551-56.2% |
| Participant deferral / active EE | $2,774 | $3,972-30.2% | $4,917-43.6% | $4,139-33.0% |
| Admin fee / account holder | $8,210 | $10,249-19.9% | $12,439-34.0% | $7,234+13.5% |