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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 | $74,207 | $91,179-18.6% | $178,499-58.4% | $79,852-7.1% |
| Participation rate | 42.9% | 69.2%-26.4pp | 81.9%-39.1pp | 69.6%-26.8pp |
| Annual return | 22.33% | 24.19%-1.9pp | 151.10%-128.8pp | 31.72%-9.4pp |
| Employer contribution / active EE | $1,289 | $3,256-60.4% | $5,011-74.3% | $2,471-47.8% |
| Participant deferral / active EE | $2,144 | $3,236-33.7% | $5,202-58.8% | $3,740-42.7% |
| Admin fee / account holder | $1,431 | $6,749-78.8% | $13,986-89.8% | $5,306-73.0% |