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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 | $73,869 | $81,276-9.1% | $155,574-52.5% | $80,925-8.7% |
| Participation rate | 48.9% | 66.2%-17.3pp | 78.2%-29.3pp | 67.7%-18.7pp |
| Annual return | 14.11% | 33.36%-19.2pp | 64.87%-50.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,812 | $3,103-41.6% | $4,676-61.2% | $2,756-34.3% |
| Participant deferral / active EE | $3,621 | $3,453+4.9% | $5,629-35.7% | $4,299-15.8% |
| Admin fee / account holder | $869 | $7,993-89.1% | $15,914-94.5% | $6,940-87.5% |