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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 | $79,080 | $106,864-26.0% | $147,318-46.3% | $82,637-4.3% |
| Participation rate | 37.5% | 75.5%-38.0pp | 82.1%-44.6pp | 68.1%-30.6pp |
| Annual return | 17.19% | 27.49%-10.3pp | 70.43%-53.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,455 | $3,417-57.4% | $4,593-68.3% | $2,552-43.0% |
| Participant deferral / active EE | $2,904 | $6,496-55.3% | $7,906-63.3% | $4,126-29.6% |
| Admin fee / account holder | $935 | $8,415-88.9% | $13,708-93.2% | $7,339-87.3% |