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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 | $70,359 | $162,967-56.8% | $135,792-48.2% | $138,895-49.3% |
| Participation rate | 42.9% | 78.3%-35.5pp | 72.6%-29.7pp | 79.9%-37.1pp |
| Annual return | 17.91% | 30.08%-12.2pp | 25.96%-8.0pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,337 | $4,211-68.2% | $3,496-61.7% | $4,194-68.1% |
| Participant deferral / active EE | $2,124 | $5,640-62.3% | $4,759-55.4% | $6,396-66.8% |
| Admin fee / account holder | $3,011 | $15,306-80.3% | $12,266-75.5% | $12,562-76.0% |