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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 | $71,964 | $78,428-8.2% | $95,960-25.0% | $79,852-9.9% |
| Participation rate | 43.1% | 73.5%-30.4pp | 77.1%-34.0pp | 69.6%-26.6pp |
| Annual return | 14.89% | 19.37%-4.5pp | 91.63%-76.7pp | 31.72%-16.8pp |
| Employer contribution / active EE | $1,356 | $1,945-30.3% | $2,541-46.6% | $2,471-45.1% |
| Participant deferral / active EE | $4,992 | $3,440+45.1% | $4,167+19.8% | $3,740+33.5% |
| Admin fee / account holder | $1,676 | $5,622-70.2% | $6,797-75.3% | $5,306-68.4% |