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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 | $70,930 | $90,674-21.8% | $96,707-26.7% | $82,448-14.0% |
| Participation rate | 47.1% | 75.9%-28.9pp | 80.4%-33.3pp | 68.1%-21.0pp |
| Annual return | 18.42% | 49.05%-30.6pp | 34.78%-16.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,804 | $3,975-54.6% | $4,191-57.0% | $2,551-29.3% |
| Participant deferral / active EE | $4,080 | $5,696-28.4% | $5,997-32.0% | $4,139-1.4% |
| Admin fee / account holder | $453 | $7,568-94.0% | $7,503-94.0% | $7,234-93.7% |