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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 | $72,890 | $136,860-46.7% | $120,344-39.4% | $154,746-52.9% |
| Participation rate | 61.1% | 79.9%-18.8pp | 76.7%-15.6pp | 80.7%-19.6pp |
| Annual return | 15.42% | 21.38%-6.0pp | 20.30%-4.9pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,574 | $3,533-55.4% | $3,020-47.9% | $4,379-64.1% |
| Participant deferral / active EE | $3,782 | $5,793-34.7% | $5,135-26.4% | $6,730-43.8% |
| Admin fee / account holder | $1,006 | $15,393-93.5% | $12,742-92.1% | $14,365-93.0% |