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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 | $75,329 | $94,031-19.9% | $115,768-34.9% | $82,448-8.6% |
| Participation rate | 57.1% | 70.4%-13.3pp | 74.4%-17.3pp | 68.1%-10.9pp |
| Annual return | 17.02% | 20.61%-3.6pp | 100.46%-83.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $827 | $2,323-64.4% | $2,940-71.9% | $2,551-67.6% |
| Participant deferral / active EE | $2,387 | $3,972-39.9% | $4,917-51.5% | $4,139-42.3% |
| Admin fee / account holder | $991 | $10,249-90.3% | $12,439-92.0% | $7,234-86.3% |