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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 | $77,395 | $84,953-8.9% | $163,379-52.6% | $82,637-6.3% |
| Participation rate | 50.0% | 65.9%-15.9pp | 76.8%-26.8pp | 68.1%-18.1pp |
| Annual return | 16.19% | 23.07%-6.9pp | 63.41%-47.2pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,107 | $2,183-49.3% | $3,752-70.5% | $2,552-56.6% |
| Participant deferral / active EE | $3,537 | $4,326-18.2% | $6,282-43.7% | $4,126-14.3% |
| Admin fee / account holder | $5,409 | $7,921-31.7% | $9,818-44.9% | $7,339-26.3% |