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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 | $91,086-14.8% | $203,872-61.9% | $86,983-10.8% |
| Participation rate | 54.1% | 65.8%-11.8pp | 77.8%-23.7pp | 69.5%-15.5pp |
| Annual return | 16.18% | 22.30%-6.1pp | 85.11%-68.9pp | 25.83%-9.6pp |
| Employer contribution / active EE | $1,550 | $2,063-24.9% | $3,757-58.8% | $2,584-40.0% |
| Participant deferral / active EE | $3,653 | $4,019-9.1% | $6,388-42.8% | $4,194-12.9% |
| Admin fee / account holder | $3,380 | $8,987-62.4% | $11,730-71.2% | $7,856-57.0% |