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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 | $70,332 | $95,453-26.3% | $112,040-37.2% | $82,448-14.7% |
| Participation rate | 51.2% | 72.8%-21.6pp | 76.5%-25.3pp | 68.1%-16.9pp |
| Annual return | 14.10% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,423 | $2,318-38.6% | $2,954-51.8% | $2,551-44.2% |
| Participant deferral / active EE | $2,977 | $4,224-29.5% | $5,098-41.6% | $4,139-28.1% |
| Admin fee / account holder | $2,755 | $9,013-69.4% | $12,098-77.2% | $7,234-61.9% |