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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 | $72,590 | $89,259-18.7% | $107,187-32.3% | $82,637-12.2% |
| Participation rate | 55.2% | 67.9%-12.8pp | 75.0%-19.8pp | 68.1%-12.9pp |
| Annual return | 17.75% | 21.02%-3.3pp | 204.55%-186.8pp | 53.51%-35.8pp |
| Employer contribution / active EE | $1,365 | $3,080-55.7% | $3,782-63.9% | $2,552-46.5% |
| Participant deferral / active EE | $1,963 | $4,037-51.4% | $5,096-61.5% | $4,126-52.4% |
| Admin fee / account holder | $2,208 | $7,381-70.1% | $9,162-75.9% | $7,339-69.9% |