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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 | $74,851 | $127,296-41.2% | $109,907-31.9% | $167,536-55.3% |
| Participation rate | 42.1% | 77.9%-35.8pp | 74.2%-32.1pp | 82.1%-40.0pp |
| Annual return | 19.53% | 22.97%-3.4pp | 29.46%-9.9pp | 478.82%-459.3pp |
| Employer contribution / active EE | $1,136 | $3,325-65.8% | $2,844-60.1% | $4,839-76.5% |
| Participant deferral / active EE | $4,855 | $4,513+7.6% | $4,047+20.0% | $6,342-23.4% |
| Admin fee / account holder | $359 | $7,119-95.0% | $6,069-94.1% | $12,315-97.1% |