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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 | $74,200 | $87,546-15.2% | $75,784-2.1% | $125,389-40.8% |
| Participation rate | 61.5% | 80.2%-18.6pp | 75.8%-14.3pp | 83.2%-21.7pp |
| Annual return | 13.69% | 13.49%+0.2pp | 9.68%+4.0pp | 282.24%-268.5pp |
| Employer contribution / active EE | $1,432 | $3,930-63.6% | $3,323-56.9% | $4,866-70.6% |
| Participant deferral / active EE | $2,436 | $4,230-42.4% | $3,652-33.3% | $5,352-54.5% |
| Admin fee / account holder | $723 | $6,503-88.9% | $5,300-86.4% | $9,541-92.4% |