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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 | $101,950-27.9% | $125,529-41.5% | $86,983-15.5% |
| Participation rate | 46.2% | 70.2%-24.0pp | 74.7%-28.6pp | 69.5%-23.4pp |
| Annual return | 13.88% | 18.29%-4.4pp | 202.56%-188.7pp | 25.83%-12.0pp |
| Employer contribution / active EE | $1,497 | $2,358-36.5% | $3,058-51.0% | $2,584-42.1% |
| Participant deferral / active EE | $3,025 | $3,862-21.7% | $4,813-37.1% | $4,194-27.9% |
| Admin fee / account holder | $11,568 | $12,791-9.6% | $16,298-29.0% | $7,856+47.3% |