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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 | $72,634 | $108,825-33.3% | $156,181-53.5% | $82,448-11.9% |
| Participation rate | 54.3% | 72.4%-18.0pp | 78.8%-24.5pp | 68.1%-13.7pp |
| Annual return | 14.81% | 20.59%-5.8pp | 64.87%-50.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,156 | $2,870-59.7% | $4,294-73.1% | $2,551-54.7% |
| Participant deferral / active EE | $2,042 | $4,577-55.4% | $6,132-66.7% | $4,139-50.7% |
| Admin fee / account holder | $730 | $9,341-92.2% | $14,586-95.0% | $7,234-89.9% |