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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 | $69,360 | $80,332-13.7% | $107,187-35.3% | $64,097+8.2% |
| Participation rate | 38.0% | 54.4%-16.4pp | 75.0%-37.0pp | 55.2%-17.2pp |
| Annual return | 21.19% | 24.26%-3.1pp | 204.55%-183.4pp | 34.64%-13.5pp |
| Employer contribution / active EE | $1,427 | $2,501-42.9% | $3,782-62.3% | $1,891-24.5% |
| Participant deferral / active EE | $3,461 | $3,109+11.3% | $5,096-32.1% | $3,080+12.4% |
| Admin fee / account holder | $4,286 | $4,314-0.7% | $9,162-53.2% | $3,454+24.1% |