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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 | $81,476 | $106,864-23.8% | $147,318-44.7% | $82,637-1.4% |
| Participation rate | 37.9% | 75.5%-37.6pp | 82.1%-44.1pp | 68.1%-30.1pp |
| Annual return | 16.52% | 27.49%-11.0pp | 70.43%-53.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,530 | $3,417-55.2% | $4,593-66.7% | $2,552-40.0% |
| Participant deferral / active EE | $5,057 | $6,496-22.1% | $7,906-36.0% | $4,126+22.6% |
| Admin fee / account holder | $2,034 | $8,415-75.8% | $13,708-85.2% | $7,339-72.3% |