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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 | $72,021 | $81,446-11.6% | $103,374-30.3% | $80,874-10.9% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 12.47% | 25.57%-13.1pp | 24.89%-12.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,629 | $3,107-47.6% | $3,869-57.9% | $2,756-40.9% |
| Participant deferral / active EE | $2,274 | $3,870-41.2% | $5,058-55.0% | $4,297-47.1% |
| Admin fee / account holder | $3,414 | $6,715-49.2% | $8,394-59.3% | $6,935-50.8% |