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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 | $72,262 | $112,729-35.9% | $98,716-26.8% | $137,256-47.4% |
| Participation rate | 52.4% | 74.2%-21.8pp | 69.3%-16.9pp | 80.0%-27.6pp |
| Annual return | 18.66% | 38.48%-19.8pp | 31.81%-13.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,424 | $2,725-47.7% | $2,279-37.5% | $4,156-65.7% |
| Participant deferral / active EE | $3,997 | $4,640-13.9% | $4,048-1.2% | $6,407-37.6% |
| Admin fee / account holder | $2,342 | $10,129-76.9% | $8,703-73.1% | $12,270-80.9% |