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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 | $71,628 | $81,358-12.0% | $155,556-54.0% | $80,959-11.5% |
| Participation rate | 53.8% | 66.3%-12.4pp | 78.2%-24.4pp | 67.7%-13.8pp |
| Annual return | 46.96% | 33.39%+13.6pp | 64.84%-17.9pp | 35.67%+11.3pp |
| Employer contribution / active EE | $1,599 | $3,106-48.5% | $4,675-65.8% | $2,757-42.0% |
| Participant deferral / active EE | $2,175 | $3,455-37.0% | $5,631-61.4% | $4,300-49.4% |
| Admin fee / account holder | $3,924 | $7,994-50.9% | $15,885-75.3% | $6,925-43.3% |