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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 | $73,481 | $94,031-21.9% | $115,768-36.5% | $82,448-10.9% |
| Participation rate | 46.2% | 70.4%-24.3pp | 74.4%-28.2pp | 68.1%-21.9pp |
| Annual return | 13.88% | 20.61%-6.7pp | 100.46%-86.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,497 | $2,323-35.6% | $2,940-49.1% | $2,551-41.3% |
| Participant deferral / active EE | $3,025 | $3,972-23.8% | $4,917-38.5% | $4,139-26.9% |
| Admin fee / account holder | $11,568 | $10,249+12.9% | $12,439-7.0% | $7,234+59.9% |