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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 | $69,807 | $101,795-31.4% | $165,100-57.7% | $80,959-13.8% |
| Participation rate | 53.8% | 71.8%-18.0pp | 78.6%-24.8pp | 67.7%-13.8pp |
| Annual return | 13.00% | 16.73%-3.7pp | 70.21%-57.2pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,006 | $2,954-66.0% | $4,348-76.9% | $2,757-63.5% |
| Participant deferral / active EE | $4,604 | $4,476+2.9% | $6,035-23.7% | $4,300+7.1% |
| Admin fee / account holder | $2,483 | $8,221-69.8% | $12,696-80.4% | $6,925-64.1% |