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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 | $67,562 | $78,670-14.1% | $109,173-38.1% | $85,847-21.3% |
| Participation rate | 52.5% | 68.3%-15.8pp | 75.9%-23.4pp | 69.3%-16.8pp |
| Annual return | 14.85% | 25.09%-10.2pp | 25.75%-10.9pp | 318.61%-303.8pp |
| Employer contribution / active EE | $1,242 | $2,734-54.6% | $3,723-66.7% | $2,565-51.6% |
| Participant deferral / active EE | $3,789 | $3,467+9.3% | $4,654-18.6% | $3,952-4.1% |
| Admin fee / account holder | $3,139 | $5,469-42.6% | $6,755-53.5% | $6,261-49.9% |