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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 | $66,594 | $81,276-18.1% | $155,574-57.2% | $80,925-17.7% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 11.99% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,051 | $3,103-66.1% | $4,676-77.5% | $2,756-61.9% |
| Participant deferral / active EE | $3,640 | $3,453+5.4% | $5,629-35.3% | $4,299-15.3% |
| Admin fee / account holder | $1,608 | $7,993-79.9% | $15,914-89.9% | $6,940-76.8% |