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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 | $72,922 | $76,407-4.6% | $150,298-51.5% | $82,448-11.6% |
| Participation rate | 48.0% | 66.4%-18.4pp | 77.8%-29.8pp | 68.1%-20.1pp |
| Annual return | 20.52% | 39.99%-19.5pp | 62.79%-42.3pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,435 | $2,614-45.1% | $4,154-65.4% | $2,551-43.7% |
| Participant deferral / active EE | $2,522 | $3,214-21.5% | $5,453-53.7% | $4,139-39.1% |
| Admin fee / account holder | $958 | $6,352-84.9% | $14,116-93.2% | $7,234-86.8% |