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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 | $66,643 | $72,269-7.8% | $101,271-34.2% | $79,852-16.5% |
| Participation rate | 46.5% | 68.5%-21.9pp | 75.8%-29.3pp | 69.6%-23.1pp |
| Annual return | 10.92% | 22.29%-11.4pp | 46.48%-35.6pp | 31.72%-20.8pp |
| Employer contribution / active EE | $807 | $2,692-70.0% | $3,660-78.0% | $2,471-67.3% |
| Participant deferral / active EE | $1,614 | $3,282-50.8% | $4,371-63.1% | $3,740-56.8% |
| Admin fee / account holder | $5,425 | $4,401+23.3% | $5,948-8.8% | $5,306+2.2% |