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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 | $76,350 | $101,778-25.0% | $164,975-53.7% | $80,925-5.7% |
| Participation rate | 48.9% | 71.8%-22.9pp | 78.6%-29.7pp | 67.7%-18.8pp |
| Annual return | 15.13% | 16.73%-1.6pp | 70.12%-55.0pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,686 | $2,954-42.9% | $4,343-61.2% | $2,756-38.8% |
| Participant deferral / active EE | $3,065 | $4,477-31.5% | $6,033-49.2% | $4,299-28.7% |
| Admin fee / account holder | $3,691 | $8,221-55.1% | $12,688-70.9% | $6,940-46.8% |