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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 | $77,621 | $90,400-14.1% | $186,193-58.3% | $87,485-11.3% |
| Participation rate | 54.1% | 66.2%-12.1pp | 77.1%-23.1pp | 68.9%-14.9pp |
| Annual return | 16.18% | 22.15%-6.0pp | 78.03%-61.8pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,550 | $2,170-28.6% | $3,918-60.4% | $2,596-40.3% |
| Participant deferral / active EE | $3,653 | $4,330-15.6% | $6,513-43.9% | $4,274-14.5% |
| Admin fee / account holder | $3,380 | $8,673-61.0% | $11,058-69.4% | $7,775-56.5% |