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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 | $74,296 | $90,400-17.8% | $186,193-60.1% | $87,485-15.1% |
| Participation rate | 56.8% | 66.2%-9.4pp | 77.1%-20.3pp | 68.9%-12.1pp |
| Annual return | 13.26% | 22.15%-8.9pp | 78.03%-64.8pp | 26.06%-12.8pp |
| Employer contribution / active EE | $1,275 | $2,170-41.2% | $3,918-67.4% | $2,596-50.9% |
| Participant deferral / active EE | $2,755 | $4,330-36.4% | $6,513-57.7% | $4,274-35.5% |
| Admin fee / account holder | $3,182 | $8,673-63.3% | $11,058-71.2% | $7,775-59.1% |