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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 | $81,262-14.9% | $155,602-55.6% | $80,911-14.5% |
| Participation rate | 55.3% | 66.2%-11.0pp | 78.2%-22.9pp | 67.6%-12.4pp |
| Annual return | 11.10% | 33.34%-22.2pp | 64.81%-53.7pp | 35.63%-24.5pp |
| Employer contribution / active EE | $1,828 | $3,102-41.1% | $4,675-60.9% | $2,756-33.7% |
| Participant deferral / active EE | $3,374 | $3,451-2.2% | $5,629-40.1% | $4,297-21.5% |
| Admin fee / account holder | $4,086 | $7,992-48.9% | $15,923-74.3% | $6,935-41.1% |