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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 | $74,099 | $101,798-27.2% | $165,071-55.1% | $80,935-8.4% |
| Participation rate | 47.6% | 71.8%-24.3pp | 78.6%-31.1pp | 67.7%-20.1pp |
| Annual return | 14.64% | 16.73%-2.1pp | 70.17%-55.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $2,054 | $2,954-30.5% | $4,347-52.7% | $2,757-25.5% |
| Participant deferral / active EE | $4,726 | $4,476+5.6% | $6,035-21.7% | $4,299+9.9% |
| Admin fee / account holder | $1,262 | $8,221-84.7% | $12,695-90.1% | $6,924-81.8% |