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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 | $72,963 | $76,642-4.8% | $146,866-50.3% | $65,306+11.7% |
| Participation rate | 41.6% | 61.2%-19.6pp | 82.5%-40.9pp | 57.7%-16.1pp |
| Annual return | 18.36% | 33.40%-15.0pp | 102.85%-84.5pp | 21.94%-3.6pp |
| Employer contribution / active EE | $1,388 | $2,621-47.1% | $4,425-68.6% | $1,967-29.5% |
| Participant deferral / active EE | $3,216 | $4,864-33.9% | $7,759-58.6% | $2,959+8.7% |
| Admin fee / account holder | $5,021 | $3,960+26.8% | $13,620-63.1% | $3,480+44.3% |