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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 | $68,804 | $111,814-38.5% | $103,378-33.4% | $145,978-52.9% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 16.14% | 24.80%-8.7pp | 24.91%-8.8pp | 550.52%-534.4pp |
| Employer contribution / active EE | $1,624 | $4,215-61.5% | $3,870-58.0% | $4,662-65.2% |
| Participant deferral / active EE | $3,601 | $5,618-35.9% | $5,058-28.8% | $6,690-46.2% |
| Admin fee / account holder | $3,752 | $9,764-61.6% | $8,401-55.3% | $13,400-72.0% |