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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 | $96,052-26.2% | $118,106-39.9% | $87,485-18.9% |
| Participation rate | 47.1% | 77.0%-30.0pp | 81.9%-34.8pp | 68.9%-21.9pp |
| Annual return | 18.42% | 24.16%-5.7pp | 19.44%-1.0pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,804 | $3,939-54.2% | $4,698-61.6% | $2,596-30.5% |
| Participant deferral / active EE | $4,080 | $5,793-29.6% | $6,619-38.4% | $4,274-4.5% |
| Admin fee / account holder | $453 | $7,618-94.1% | $8,973-95.0% | $7,775-94.2% |