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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 | $70,953 | $106,974-33.7% | $90,796-21.9% | $138,895-48.9% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.5%-19.5pp | 79.9%-29.9pp |
| Annual return | 13.78% | 20.10%-6.3pp | 19.29%-5.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,518 | $2,609-41.8% | $2,294-33.8% | $4,194-63.8% |
| Participant deferral / active EE | $2,398 | $4,455-46.2% | $3,822-37.2% | $6,396-62.5% |
| Admin fee / account holder | $722 | $8,626-91.6% | $7,024-89.7% | $12,562-94.3% |