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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 | $70,062 | $93,598-25.1% | $135,974-48.5% | $75,173-6.8% |
| Participation rate | 40.5% | 75.2%-34.7pp | 81.9%-41.4pp | 67.2%-26.7pp |
| Annual return | 21.89% | 30.89%-9.0pp | 68.30%-46.4pp | 160.72%-138.8pp |
| Employer contribution / active EE | $2,190 | $3,538-38.1% | $4,859-54.9% | $2,671-18.0% |
| Participant deferral / active EE | $4,095 | $6,405-36.1% | $7,760-47.2% | $4,126-0.7% |
| Admin fee / account holder | $8,080 | $6,978+15.8% | $10,767-24.9% | $5,651+43.0% |