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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 | $79,529 | $108,825-26.9% | $156,181-49.1% | $82,448-3.5% |
| Participation rate | 38.9% | 72.4%-33.5pp | 78.8%-39.9pp | 68.1%-29.2pp |
| Annual return | 16.03% | 20.59%-4.6pp | 64.87%-48.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,778 | $2,870-38.0% | $4,294-58.6% | $2,551-30.3% |
| Participant deferral / active EE | $3,306 | $4,577-27.8% | $6,132-46.1% | $4,139-20.1% |
| Admin fee / account holder | $9,802 | $9,341+4.9% | $14,586-32.8% | $7,234+35.5% |