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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 | $74,675 | $112,729-33.8% | $98,716-24.4% | $137,256-45.6% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 15.93% | 38.48%-22.6pp | 31.81%-15.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,070 | $2,725-60.7% | $2,279-53.0% | $4,156-74.2% |
| Participant deferral / active EE | $1,970 | $4,640-57.5% | $4,048-51.3% | $6,407-69.3% |
| Admin fee / account holder | $1,128 | $10,129-88.9% | $8,703-87.0% | $12,270-90.8% |