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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 | $75,783 | $76,407-0.8% | $150,298-49.6% | $82,448-8.1% |
| Participation rate | 46.2% | 66.4%-20.2pp | 77.8%-31.6pp | 68.1%-21.9pp |
| Annual return | 19.02% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,599 | $2,614-38.8% | $4,154-61.5% | $2,551-37.3% |
| Participant deferral / active EE | $4,811 | $3,214+49.7% | $5,453-11.8% | $4,139+16.2% |
| Admin fee / account holder | $780 | $6,352-87.7% | $14,116-94.5% | $7,234-89.2% |