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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 | $70,469 | $94,031-25.1% | $115,768-39.1% | $82,448-14.5% |
| Participation rate | 57.9% | 70.4%-12.5pp | 74.4%-16.5pp | 68.1%-10.2pp |
| Annual return | 13.15% | 20.61%-7.5pp | 100.46%-87.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,524 | $2,323-34.4% | $2,940-48.1% | $2,551-40.2% |
| Participant deferral / active EE | $5,352 | $3,972+34.8% | $4,917+8.9% | $4,139+29.3% |
| Admin fee / account holder | $5,359 | $10,249-47.7% | $12,439-56.9% | $7,234-25.9% |