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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 | $73,967 | $81,457-9.2% | $103,378-28.4% | $80,911-8.6% |
| Participation rate | 53.8% | 66.8%-13.0pp | 74.5%-20.7pp | 67.6%-13.8pp |
| Annual return | 55.42% | 25.58%+29.8pp | 24.91%+30.5pp | 35.63%+19.8pp |
| Employer contribution / active EE | $1,364 | $3,107-56.1% | $3,870-64.8% | $2,756-50.5% |
| Participant deferral / active EE | $3,244 | $3,871-16.2% | $5,058-35.9% | $4,297-24.5% |
| Admin fee / account holder | $468 | $6,717-93.0% | $8,401-94.4% | $6,935-93.2% |