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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 | $75,066 | $58,848+27.6% | $88,179-14.9% | $82,637-9.2% |
| Participation rate | 44.4% | 57.9%-13.5pp | 69.1%-24.7pp | 68.1%-23.6pp |
| Annual return | 13.78% | 22.76%-9.0pp | 64.97%-51.2pp | 53.51%-39.7pp |
| Employer contribution / active EE | $936 | $1,678-44.2% | $2,549-63.3% | $2,552-63.3% |
| Participant deferral / active EE | $2,313 | $3,124-26.0% | $4,614-49.9% | $4,126-43.9% |
| Admin fee / account holder | $2,090 | $4,795-56.4% | $7,673-72.8% | $7,339-71.5% |