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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 | $108,825-29.3% | $156,181-50.8% | $82,448-6.7% |
| Participation rate | 38.5% | 72.4%-33.9pp | 78.8%-40.4pp | 68.1%-29.6pp |
| Annual return | 13.69% | 20.59%-6.9pp | 64.87%-51.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,583 | $2,870-44.8% | $4,294-63.1% | $2,551-37.9% |
| Participant deferral / active EE | $4,954 | $4,577+8.2% | $6,132-19.2% | $4,139+19.7% |
| Admin fee / account holder | $11,581 | $9,341+24.0% | $14,586-20.6% | $7,234+60.1% |