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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 | $65,172 | $81,504-20.0% | $102,437-36.4% | $80,959-19.5% |
| Participation rate | 44.1% | 66.9%-22.8pp | 74.5%-30.4pp | 67.7%-23.6pp |
| Annual return | 49.00% | 25.60%+23.4pp | 24.95%+24.0pp | 35.67%+13.3pp |
| Employer contribution / active EE | $1,168 | $3,104-62.4% | $3,871-69.8% | $2,757-57.6% |
| Participant deferral / active EE | $3,903 | $3,871+0.8% | $5,060-22.9% | $4,300-9.2% |
| Admin fee / account holder | $2,686 | $6,719-60.0% | $8,388-68.0% | $6,925-61.2% |