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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 | $73,498 | $75,541-2.7% | $152,093-51.7% | $82,637-11.1% |
| Participation rate | 20.5% | 66.5%-46.1pp | 77.8%-57.3pp | 68.1%-47.6pp |
| Annual return | 16.78% | 32.56%-15.8pp | 66.36%-49.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,336 | $2,622-49.1% | $4,175-68.0% | $2,552-47.7% |
| Participant deferral / active EE | $1,582 | $3,206-50.7% | $5,451-71.0% | $4,126-61.7% |
| Admin fee / account holder | $5,306 | $6,405-17.2% | $14,497-63.4% | $7,339-27.7% |