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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 | $101,778-27.6% | $164,975-55.3% | $80,925-8.9% |
| Participation rate | 62.3% | 71.8%-9.6pp | 78.6%-16.4pp | 67.7%-5.4pp |
| Annual return | 16.58% | 16.73%-0.1pp | 70.12%-53.5pp | 35.65%-19.1pp |
| Employer contribution / active EE | $1,128 | $2,954-61.8% | $4,343-74.0% | $2,756-59.1% |
| Participant deferral / active EE | $2,720 | $4,477-39.2% | $6,033-54.9% | $4,299-36.7% |
| Admin fee / account holder | $1,999 | $8,221-75.7% | $12,688-84.2% | $6,940-71.2% |