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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 | $74,483 | $64,920+14.7% | $103,693-28.2% | $86,983-14.4% |
| Participation rate | 42.2% | 63.6%-21.4pp | 72.6%-30.5pp | 69.5%-27.4pp |
| Annual return | 13.29% | 30.29%-17.0pp | 47.61%-34.3pp | 25.83%-12.5pp |
| Employer contribution / active EE | $1,257 | $2,141-41.3% | $2,920-57.0% | $2,584-51.4% |
| Participant deferral / active EE | $1,887 | $3,241-41.8% | $4,579-58.8% | $4,194-55.0% |
| Admin fee / account holder | $3,654 | $6,191-41.0% | $7,858-53.5% | $7,856-53.5% |