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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 | $66,680 | $76,696-13.1% | $96,515-30.9% | $71,511-6.8% |
| Participation rate | 37.6% | 66.6%-29.0pp | 74.3%-36.8pp | 67.9%-30.4pp |
| Annual return | 15.62% | 48.32%-32.7pp | 35.73%-20.1pp | 28.86%-13.2pp |
| Employer contribution / active EE | $1,394 | $3,032-54.0% | $3,740-62.7% | $2,589-46.1% |
| Participant deferral / active EE | $2,966 | $3,770-21.3% | $4,880-39.2% | $4,291-30.9% |
| Admin fee / account holder | $13,526 | $2,030+566.4% | $6,735+100.8% | $1,588+751.5% |