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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 | $70,557 | $83,090-15.1% | $130,062-45.8% | $71,529-1.4% |
| Participation rate | 38.2% | 74.1%-35.9pp | 78.5%-40.3pp | 67.9%-29.7pp |
| Annual return | 17.18% | 20.61%-3.4pp | -137.37%+154.5pp | 28.97%-11.8pp |
| Employer contribution / active EE | $1,102 | $2,624-58.0% | $4,322-74.5% | $2,590-57.4% |
| Participant deferral / active EE | $2,596 | $4,436-41.5% | $5,821-55.4% | $4,291-39.5% |
| Admin fee / account holder | $1,024 | $1,727-40.7% | $10,601-90.3% | $1,588-35.5% |