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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 | $124,425-41.4% | $112,040-34.9% | $137,256-46.9% |
| Participation rate | 61.1% | 79.3%-18.2pp | 76.5%-15.4pp | 80.0%-18.8pp |
| Annual return | 15.42% | 24.72%-9.3pp | 24.52%-9.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,574 | $3,411-53.9% | $2,954-46.7% | $4,156-62.1% |
| Participant deferral / active EE | $3,782 | $5,718-33.9% | $5,098-25.8% | $6,407-41.0% |
| Admin fee / account holder | $1,006 | $15,207-93.4% | $12,098-91.7% | $12,270-91.8% |