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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 | $75,537 | $101,798-25.8% | $165,071-54.2% | $80,935-6.7% |
| Participation rate | 52.4% | 71.8%-19.5pp | 78.6%-26.2pp | 67.7%-15.3pp |
| Annual return | 11.44% | 16.73%-5.3pp | 70.17%-58.7pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,051 | $2,954-64.4% | $4,347-75.8% | $2,757-61.9% |
| Participant deferral / active EE | $4,133 | $4,476-7.7% | $6,035-31.5% | $4,299-3.9% |
| Admin fee / account holder | $4,302 | $8,221-47.7% | $12,695-66.1% | $6,924-37.9% |