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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 | $97,648-24.7% | $121,663-39.6% | $87,485-16.0% |
| Participation rate | 46.2% | 70.5%-24.3pp | 74.5%-28.3pp | 68.9%-22.8pp |
| Annual return | 13.88% | 18.03%-4.1pp | 147.54%-133.7pp | 26.06%-12.2pp |
| Employer contribution / active EE | $1,497 | $2,300-34.9% | $3,020-50.4% | $2,596-42.3% |
| Participant deferral / active EE | $3,025 | $3,923-22.9% | $4,887-38.1% | $4,274-29.2% |
| Admin fee / account holder | $11,568 | $11,100+4.2% | $14,289-19.0% | $7,775+48.8% |