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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 | $69,734 | $52,580+32.6% | $71,671-2.7% | $70,126-0.6% |
| Participation rate | 41.0% | 60.9%-19.9pp | 68.7%-27.8pp | 69.5%-28.6pp |
| Annual return | 16.82% | 20.25%-3.4pp | 20.65%-3.8pp | 73.15%-56.3pp |
| Employer contribution / active EE | $734 | $1,616-54.6% | $2,460-70.2% | $2,343-68.7% |
| Participant deferral / active EE | $1,429 | $2,386-40.1% | $3,438-58.4% | $3,332-57.1% |
| Admin fee / account holder | $1,650 | $3,653-54.8% | $5,558-70.3% | $4,645-64.5% |