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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 | $81,233-8.4% | $155,567-52.1% | $80,874-7.9% |
| Participation rate | 53.6% | 66.2%-12.7pp | 78.2%-24.6pp | 67.6%-14.1pp |
| Annual return | 13.91% | 33.33%-19.4pp | 64.74%-50.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,014 | $3,101-67.3% | $4,674-78.3% | $2,756-63.2% |
| Participant deferral / active EE | $3,698 | $3,452+7.1% | $5,628-34.3% | $4,297-13.9% |
| Admin fee / account holder | $13,676 | $7,998+71.0% | $15,916-14.1% | $6,935+97.2% |