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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 | $73,451 | $76,407-3.9% | $150,298-51.1% | $82,448-10.9% |
| Participation rate | 29.6% | 66.4%-36.8pp | 77.8%-48.1pp | 68.1%-38.4pp |
| Annual return | 21.89% | 39.99%-18.1pp | 62.79%-40.9pp | 41.64%-19.8pp |
| Employer contribution / active EE | $619 | $2,614-76.3% | $4,154-85.1% | $2,551-75.7% |
| Participant deferral / active EE | $2,322 | $3,214-27.7% | $5,453-57.4% | $4,139-43.9% |
| Admin fee / account holder | $1,807 | $6,352-71.6% | $14,116-87.2% | $7,234-75.0% |