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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 | $79,202 | $73,988+7.0% | $96,538-18.0% | $75,177+5.4% |
| Participation rate | 40.7% | 66.4%-25.8pp | 74.3%-33.7pp | 67.2%-26.5pp |
| Annual return | 20.55% | 26.73%-6.2pp | 35.74%-15.2pp | 160.75%-140.2pp |
| Employer contribution / active EE | $1,553 | $2,930-47.0% | $3,740-58.5% | $2,671-41.8% |
| Participant deferral / active EE | $3,247 | $3,660-11.3% | $4,880-33.5% | $4,126-21.3% |
| Admin fee / account holder | $10,901 | $5,220+108.9% | $6,737+61.8% | $5,651+92.9% |