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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 | $74,270 | $81,331-8.7% | $155,534-52.2% | $80,935-8.2% |
| Participation rate | 38.7% | 66.3%-27.5pp | 78.2%-39.5pp | 67.7%-29.0pp |
| Annual return | 15.63% | 33.37%-17.7pp | 64.92%-49.3pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,649 | $3,105-46.9% | $4,675-64.7% | $2,757-40.2% |
| Participant deferral / active EE | $3,378 | $3,454-2.2% | $5,630-40.0% | $4,299-21.4% |
| Admin fee / account holder | $1,871 | $7,999-76.6% | $15,900-88.2% | $6,924-73.0% |