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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 | $73,291 | $199,109-63.2% | $173,730-57.8% | $154,746-52.6% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 11.03% | 20.02%-9.0pp | 19.96%-8.9pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,270 | $5,311-76.1% | $4,577-72.2% | $4,379-71.0% |
| Participant deferral / active EE | $3,585 | $7,113-49.6% | $6,326-43.3% | $6,730-46.7% |
| Admin fee / account holder | $10,877 | $20,916-48.0% | $17,523-37.9% | $14,365-24.3% |