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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 | $77,840 | $68,878+13.0% | $120,574-35.4% | $80,935-3.8% |
| Participation rate | 40.8% | 61.7%-20.9pp | 71.9%-31.1pp | 67.7%-26.8pp |
| Annual return | 11.56% | 23.67%-12.1pp | 107.42%-95.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,499 | $2,065-27.4% | $3,471-56.8% | $2,757-45.6% |
| Participant deferral / active EE | $2,394 | $3,189-24.9% | $4,996-52.1% | $4,299-44.3% |
| Admin fee / account holder | $3,287 | $5,782-43.1% | $9,445-65.2% | $6,924-52.5% |