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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 | $72,579 | $88,672-18.1% | $105,223-31.0% | $82,448-12.0% |
| Participation rate | 45.1% | 67.9%-22.8pp | 75.0%-29.9pp | 68.1%-23.0pp |
| Annual return | 16.87% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,123 | $3,048-63.2% | $3,689-69.6% | $2,551-56.0% |
| Participant deferral / active EE | $2,573 | $4,036-36.2% | $5,072-49.3% | $4,139-37.8% |
| Admin fee / account holder | $1,098 | $7,146-84.6% | $8,859-87.6% | $7,234-84.8% |