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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 | $101,950-25.1% | $125,529-39.1% | $86,983-12.2% |
| Participation rate | 49.0% | 70.2%-21.2pp | 74.7%-25.7pp | 69.5%-20.6pp |
| Annual return | 17.72% | 18.29%-0.6pp | 202.56%-184.8pp | 25.83%-8.1pp |
| Employer contribution / active EE | $881 | $2,358-62.6% | $3,058-71.2% | $2,584-65.9% |
| Participant deferral / active EE | $2,701 | $3,862-30.1% | $4,813-43.9% | $4,194-35.6% |
| Admin fee / account holder | $603 | $12,791-95.3% | $16,298-96.3% | $7,856-92.3% |