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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 | $72,691 | $88,672-18.0% | $105,223-30.9% | $82,448-11.8% |
| Participation rate | 43.5% | 67.9%-24.4pp | 75.0%-31.6pp | 68.1%-24.6pp |
| Annual return | 19.25% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,476 | $3,048-51.6% | $3,689-60.0% | $2,551-42.1% |
| Participant deferral / active EE | $2,259 | $4,036-44.0% | $5,072-55.5% | $4,139-45.4% |
| Admin fee / account holder | $1,376 | $7,146-80.7% | $8,859-84.5% | $7,234-81.0% |