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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 | $77,725 | $89,259-12.9% | $107,187-27.5% | $82,637-5.9% |
| Participation rate | 48.4% | 67.9%-19.5pp | 75.0%-26.6pp | 68.1%-19.7pp |
| Annual return | 15.14% | 21.02%-5.9pp | 204.55%-189.4pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,359 | $3,080-55.9% | $3,782-64.1% | $2,552-46.8% |
| Participant deferral / active EE | $2,912 | $4,037-27.9% | $5,096-42.9% | $4,126-29.4% |
| Admin fee / account holder | $1,164 | $7,381-84.2% | $9,162-87.3% | $7,339-84.1% |