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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 | $76,747 | $118,496-35.2% | $98,461-22.1% | $139,466-45.0% |
| Participation rate | 40.0% | 77.5%-37.5pp | 75.2%-35.2pp | 80.3%-40.3pp |
| Annual return | 19.74% | 18.96%+0.8pp | 21.17%-1.4pp | 373.66%-353.9pp |
| Employer contribution / active EE | $1,191 | $3,611-67.0% | $3,049-60.9% | $4,754-74.9% |
| Participant deferral / active EE | $3,763 | $5,393-30.2% | $4,738-20.6% | $6,712-43.9% |
| Admin fee / account holder | $1,576 | $14,056-88.8% | $8,961-82.4% | $11,409-86.2% |