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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 | $77,660 | $84,953-8.6% | $163,379-52.5% | $82,637-6.0% |
| Participation rate | 33.3% | 65.9%-32.6pp | 76.8%-43.5pp | 68.1%-34.7pp |
| Annual return | 17.02% | 23.07%-6.1pp | 63.41%-46.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $1,887 | $2,183-13.5% | $3,752-49.7% | $2,552-26.0% |
| Participant deferral / active EE | $2,615 | $4,326-39.6% | $6,282-58.4% | $4,126-36.6% |
| Admin fee / account holder | $2,084 | $7,921-73.7% | $9,818-78.8% | $7,339-71.6% |