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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 | $94,031-18.7% | $115,768-34.0% | $82,448-7.3% |
| Participation rate | 49.0% | 70.4%-21.4pp | 74.4%-25.4pp | 68.1%-19.1pp |
| Annual return | 17.72% | 20.61%-2.9pp | 100.46%-82.7pp | 41.64%-23.9pp |
| Employer contribution / active EE | $881 | $2,323-62.1% | $2,940-70.0% | $2,551-65.5% |
| Participant deferral / active EE | $2,701 | $3,972-32.0% | $4,917-45.1% | $4,139-34.7% |
| Admin fee / account holder | $603 | $10,249-94.1% | $12,439-95.2% | $7,234-91.7% |