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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 | $81,233-8.6% | $155,567-52.3% | $80,874-8.2% |
| Participation rate | 38.7% | 66.2%-27.5pp | 78.2%-39.5pp | 67.6%-28.9pp |
| Annual return | 15.63% | 33.33%-17.7pp | 64.74%-49.1pp | 35.62%-20.0pp |
| Employer contribution / active EE | $1,649 | $3,101-46.8% | $4,674-64.7% | $2,756-40.2% |
| Participant deferral / active EE | $3,378 | $3,452-2.1% | $5,628-40.0% | $4,297-21.4% |
| Admin fee / account holder | $1,871 | $7,998-76.6% | $15,916-88.2% | $6,935-73.0% |