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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 | $70,983 | $106,864-33.6% | $147,318-51.8% | $82,637-14.1% |
| Participation rate | 42.1% | 75.5%-33.4pp | 82.1%-40.0pp | 68.1%-25.9pp |
| Annual return | 19.24% | 27.49%-8.3pp | 70.43%-51.2pp | 53.51%-34.3pp |
| Employer contribution / active EE | $1,735 | $3,417-49.2% | $4,593-62.2% | $2,552-32.0% |
| Participant deferral / active EE | $3,014 | $6,496-53.6% | $7,906-61.9% | $4,126-27.0% |
| Admin fee / account holder | $1,757 | $8,415-79.1% | $13,708-87.2% | $7,339-76.1% |