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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 | $77,015 | $161,352-52.3% | $134,172-42.6% | $137,256-43.9% |
| Participation rate | 55.0% | 78.3%-23.3pp | 72.5%-17.5pp | 80.0%-25.0pp |
| Annual return | 17.61% | 28.72%-11.1pp | 25.30%-7.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,332 | $4,099-67.5% | $3,420-61.0% | $4,156-67.9% |
| Participant deferral / active EE | $4,677 | $5,552-15.8% | $4,690-0.3% | $6,407-27.0% |
| Admin fee / account holder | $1,696 | $15,028-88.7% | $12,016-85.9% | $12,270-86.2% |