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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 | $72,798 | $87,166-16.5% | $76,735-5.1% | $137,256-47.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 16.93% | 26.50%-9.6pp | 29.77%-12.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,714 | $2,904-41.0% | $2,454-30.2% | $4,156-58.8% |
| Participant deferral / active EE | $4,543 | $4,726-3.9% | $4,088+11.1% | $6,407-29.1% |
| Admin fee / account holder | $5,682 | $8,403-32.4% | $7,189-21.0% | $12,270-53.7% |