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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 | $66,270 | $78,670-15.8% | $109,173-39.3% | $85,847-22.8% |
| Participation rate | 48.1% | 68.3%-20.1pp | 75.9%-27.7pp | 69.3%-21.2pp |
| Annual return | 15.47% | 25.09%-9.6pp | 25.75%-10.3pp | 318.61%-303.1pp |
| Employer contribution / active EE | $1,180 | $2,734-56.8% | $3,723-68.3% | $2,565-54.0% |
| Participant deferral / active EE | $1,828 | $3,467-47.3% | $4,654-60.7% | $3,952-53.8% |
| Admin fee / account holder | $8,483 | $5,469+55.1% | $6,755+25.6% | $6,261+35.5% |