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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 | $76,409 | $97,648-21.8% | $121,663-37.2% | $87,485-12.7% |
| Participation rate | 49.0% | 70.5%-21.5pp | 74.5%-25.5pp | 68.9%-20.0pp |
| Annual return | 17.72% | 18.03%-0.3pp | 147.54%-129.8pp | 26.06%-8.3pp |
| Employer contribution / active EE | $881 | $2,300-61.7% | $3,020-70.8% | $2,596-66.1% |
| Participant deferral / active EE | $2,701 | $3,923-31.1% | $4,887-44.7% | $4,274-36.8% |
| Admin fee / account holder | $603 | $11,100-94.6% | $14,289-95.8% | $7,775-92.2% |