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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 | $75,431 | $93,598-19.4% | $135,974-44.5% | $75,173+0.3% |
| Participation rate | 29.6% | 75.2%-45.6pp | 81.9%-52.3pp | 67.2%-37.6pp |
| Annual return | 23.82% | 30.89%-7.1pp | 68.30%-44.5pp | 160.72%-136.9pp |
| Employer contribution / active EE | $1,591 | $3,538-55.0% | $4,859-67.3% | $2,671-40.4% |
| Participant deferral / active EE | $3,480 | $6,405-45.7% | $7,760-55.2% | $4,126-15.7% |
| Admin fee / account holder | $911 | $6,978-87.0% | $10,767-91.5% | $5,651-83.9% |