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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 | $72,531 | $78,690-7.8% | $161,489-55.1% | $87,485-17.1% |
| Participation rate | 50.0% | 67.5%-17.5pp | 78.7%-28.7pp | 68.9%-18.9pp |
| Annual return | 17.54% | 32.74%-15.2pp | 89.72%-72.2pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,614 | $2,588-37.6% | $4,268-62.2% | $2,596-37.8% |
| Participant deferral / active EE | $2,979 | $3,311-10.0% | $5,630-47.1% | $4,274-30.3% |
| Admin fee / account holder | $3,469 | $6,724-48.4% | $16,006-78.3% | $7,775-55.4% |