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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 | $76,894 | $115,931-33.7% | $185,441-58.5% | $86,983-11.6% |
| Participation rate | 38.5% | 73.6%-35.2pp | 80.3%-41.8pp | 69.5%-31.1pp |
| Annual return | 13.69% | 21.47%-7.8pp | 20.16%-6.5pp | 25.83%-12.1pp |
| Employer contribution / active EE | $1,583 | $2,937-46.1% | $4,672-66.1% | $2,584-38.7% |
| Participant deferral / active EE | $4,954 | $4,551+8.9% | $6,152-19.5% | $4,194+18.1% |
| Admin fee / account holder | $11,581 | $10,687+8.4% | $17,890-35.3% | $7,856+47.4% |