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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 | $177,156-56.5% | $147,027-47.6% | $154,746-50.2% |
| Participation rate | 55.0% | 79.4%-24.4pp | 73.7%-18.7pp | 80.7%-25.7pp |
| Annual return | 17.61% | 21.94%-4.3pp | 20.23%-2.6pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,332 | $4,336-69.3% | $3,626-63.3% | $4,379-69.6% |
| Participant deferral / active EE | $4,677 | $5,797-19.3% | $4,933-5.2% | $6,730-30.5% |
| Admin fee / account holder | $1,696 | $14,904-88.6% | $12,223-86.1% | $14,365-88.2% |