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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 | $69,230 | $87,132-20.5% | $105,624-34.5% | $80,959-14.5% |
| Participation rate | 48.7% | 70.4%-21.7pp | 75.3%-26.6pp | 67.7%-18.9pp |
| Annual return | 13.65% | 17.03%-3.4pp | 116.20%-102.6pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,069 | $2,397-13.7% | $3,168-34.7% | $2,757-25.0% |
| Participant deferral / active EE | $2,677 | $3,985-32.8% | $5,013-46.6% | $4,300-37.8% |
| Admin fee / account holder | $3,716 | $8,449-56.0% | $10,961-66.1% | $6,925-46.3% |