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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 | $74,044 | $86,940-14.8% | $102,434-27.7% | $80,935-8.5% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 16.47% | 18.89%-2.4pp | 29.46%-13.0pp | 35.66%-19.2pp |
| Employer contribution / active EE | $1,818 | $2,370-23.3% | $3,023-39.9% | $2,757-34.1% |
| Participant deferral / active EE | $3,360 | $4,121-18.5% | $5,055-33.5% | $4,299-21.8% |
| Admin fee / account holder | $1,465 | $8,047-81.8% | $9,462-84.5% | $6,924-78.8% |