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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 | $88,672-13.0% | $105,223-26.7% | $82,448-6.5% |
| Participation rate | 44.4% | 67.9%-23.5pp | 75.0%-30.6pp | 68.1%-23.6pp |
| Annual return | 12.88% | 30.86%-18.0pp | 180.65%-167.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,559 | $3,048-48.8% | $3,689-57.7% | $2,551-38.9% |
| Participant deferral / active EE | $6,535 | $4,036+61.9% | $5,072+28.8% | $4,139+57.9% |
| Admin fee / account holder | $8,006 | $7,146+12.0% | $8,859-9.6% | $7,234+10.7% |