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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 | $72,619 | $62,672+15.9% | $185,117-60.8% | $70,126+3.6% |
| Participation rate | 30.8% | 63.8%-33.0pp | 77.3%-46.5pp | 69.5%-38.8pp |
| Annual return | 16.49% | 40.79%-24.3pp | 40.50%-24.0pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,318 | $1,753-24.8% | $4,182-68.5% | $2,343-43.8% |
| Participant deferral / active EE | $3,161 | $3,272-3.4% | $5,045-37.3% | $3,332-5.1% |
| Admin fee / account holder | $11,171 | $3,932+184.1% | $8,159+36.9% | $4,645+140.5% |