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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 | $74,931 | $114,013-34.3% | $103,693-27.7% | $155,188-51.7% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.2pp | 80.8%-36.4pp |
| Annual return | 21.85% | 49.31%-27.5pp | 47.61%-25.8pp | 148.84%-127.0pp |
| Employer contribution / active EE | $2,041 | $3,131-34.8% | $2,920-30.1% | $4,248-52.0% |
| Participant deferral / active EE | $6,857 | $4,970+38.0% | $4,579+49.7% | $6,531+5.0% |
| Admin fee / account holder | $1,904 | $8,407-77.4% | $7,858-75.8% | $14,480-86.9% |