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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 | $77,122 | $96,731-20.3% | $123,973-37.8% | $86,983-11.3% |
| Participation rate | 44.4% | 70.0%-25.6pp | 76.7%-32.2pp | 69.5%-25.1pp |
| Annual return | 12.88% | 17.33%-4.4pp | 388.13%-375.2pp | 25.83%-12.9pp |
| Employer contribution / active EE | $1,559 | $3,297-52.7% | $4,126-62.2% | $2,584-39.7% |
| Participant deferral / active EE | $6,535 | $4,152+57.4% | $5,247+24.5% | $4,194+55.8% |
| Admin fee / account holder | $8,006 | $8,722-8.2% | $11,799-32.1% | $7,856+1.9% |