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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 | $73,682 | $101,795-27.6% | $165,100-55.4% | $80,959-9.0% |
| Participation rate | 62.3% | 71.8%-9.6pp | 78.6%-16.4pp | 67.7%-5.4pp |
| Annual return | 16.58% | 16.73%-0.1pp | 70.21%-53.6pp | 35.67%-19.1pp |
| Employer contribution / active EE | $1,128 | $2,954-61.8% | $4,348-74.1% | $2,757-59.1% |
| Participant deferral / active EE | $2,720 | $4,476-39.2% | $6,035-54.9% | $4,300-36.8% |
| Admin fee / account holder | $1,999 | $8,221-75.7% | $12,696-84.3% | $6,925-71.1% |