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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 | $69,144 | $81,331-15.0% | $155,534-55.5% | $80,935-14.6% |
| Participation rate | 55.3% | 66.3%-11.0pp | 78.2%-23.0pp | 67.7%-12.4pp |
| Annual return | 11.10% | 33.37%-22.3pp | 64.92%-53.8pp | 35.66%-24.6pp |
| Employer contribution / active EE | $1,828 | $3,105-41.1% | $4,675-60.9% | $2,757-33.7% |
| Participant deferral / active EE | $3,374 | $3,454-2.3% | $5,630-40.1% | $4,299-21.5% |
| Admin fee / account holder | $4,086 | $7,999-48.9% | $15,900-74.3% | $6,924-41.0% |