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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 | $70,118 | $73,107-4.1% | $114,563-38.8% | $87,485-19.9% |
| Participation rate | 48.1% | 65.8%-17.6pp | 72.9%-24.8pp | 68.9%-20.8pp |
| Annual return | 19.35% | 19.47%-0.1pp | 241.09%-221.7pp | 26.06%-6.7pp |
| Employer contribution / active EE | $1,269 | $1,881-32.5% | $2,592-51.0% | $2,596-51.1% |
| Participant deferral / active EE | $3,702 | $3,144+17.8% | $4,142-10.6% | $4,274-13.4% |
| Admin fee / account holder | $838 | $5,770-85.5% | $7,623-89.0% | $7,775-89.2% |