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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 | $65,568 | $68,852-4.8% | $120,524-45.6% | $80,925-19.0% |
| Participation rate | 45.1% | 61.6%-16.5pp | 71.9%-26.8pp | 67.7%-22.5pp |
| Annual return | 18.93% | 23.67%-4.7pp | 107.36%-88.4pp | 35.65%-16.7pp |
| Employer contribution / active EE | $1,672 | $2,063-19.0% | $3,469-51.8% | $2,756-39.3% |
| Participant deferral / active EE | $3,033 | $3,187-4.8% | $4,994-39.3% | $4,299-29.4% |
| Admin fee / account holder | $13,403 | $5,781+131.9% | $9,440+42.0% | $6,940+93.1% |