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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 | $71,285 | $84,236-15.4% | $170,435-58.2% | $70,126+1.7% |
| Participation rate | 43.3% | 70.8%-27.5pp | 83.6%-40.3pp | 69.5%-26.2pp |
| Annual return | 14.17% | 23.06%-8.9pp | 205.94%-191.8pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,444 | $3,387-57.4% | $5,432-73.4% | $2,343-38.4% |
| Participant deferral / active EE | $2,560 | $3,086-17.0% | $4,939-48.2% | $3,332-23.2% |
| Admin fee / account holder | $4,028 | $5,698-29.3% | $13,881-71.0% | $4,645-13.3% |