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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 | $68,103 | $106,524-36.1% | $152,301-55.3% | $87,485-22.2% |
| Participation rate | 58.6% | 75.8%-17.1pp | 82.4%-23.8pp | 68.9%-10.3pp |
| Annual return | 14.49% | 26.89%-12.4pp | 80.50%-66.0pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,142 | $3,371-66.1% | $4,624-75.3% | $2,596-56.0% |
| Participant deferral / active EE | $4,375 | $6,525-33.0% | $8,004-45.3% | $4,274+2.4% |
| Admin fee / account holder | $1,369 | $8,287-83.5% | $14,398-90.5% | $7,775-82.4% |