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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 | $74,448 | $81,358-8.5% | $155,556-52.1% | $80,959-8.0% |
| Participation rate | 53.6% | 66.3%-12.7pp | 78.2%-24.7pp | 67.7%-14.1pp |
| Annual return | 13.91% | 33.39%-19.5pp | 64.84%-50.9pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,014 | $3,106-67.4% | $4,675-78.3% | $2,757-63.2% |
| Participant deferral / active EE | $3,698 | $3,455+7.0% | $5,631-34.3% | $4,300-14.0% |
| Admin fee / account holder | $13,676 | $7,994+71.1% | $15,885-13.9% | $6,925+97.5% |