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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 | $81,459 | $136,860-40.5% | $120,344-32.3% | $154,746-47.4% |
| Participation rate | 37.5% | 79.9%-42.4pp | 76.7%-39.2pp | 80.7%-43.2pp |
| Annual return | 16.38% | 21.38%-5.0pp | 20.30%-3.9pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,080 | $3,533-69.4% | $3,020-64.2% | $4,379-75.3% |
| Participant deferral / active EE | $4,588 | $5,793-20.8% | $5,135-10.7% | $6,730-31.8% |
| Admin fee / account holder | $8,131 | $15,393-47.2% | $12,742-36.2% | $14,365-43.4% |