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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 | $66,896 | $88,672-24.6% | $105,223-36.4% | $82,448-18.9% |
| Participation rate | 44.0% | 67.9%-23.9pp | 75.0%-31.0pp | 68.1%-24.1pp |
| Annual return | 15.22% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,374 | $3,048-54.9% | $3,689-62.8% | $2,551-46.1% |
| Participant deferral / active EE | $2,316 | $4,036-42.6% | $5,072-54.3% | $4,139-44.0% |
| Admin fee / account holder | $9,007 | $7,146+26.0% | $8,859+1.7% | $7,234+24.5% |