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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 | $71,375 | $81,358-12.3% | $155,556-54.1% | $80,959-11.8% |
| Participation rate | 44.8% | 66.3%-21.4pp | 78.2%-33.4pp | 67.7%-22.8pp |
| Annual return | 16.70% | 33.39%-16.7pp | 64.84%-48.1pp | 35.67%-19.0pp |
| Employer contribution / active EE | $891 | $3,106-71.3% | $4,675-80.9% | $2,757-67.7% |
| Participant deferral / active EE | $2,226 | $3,455-35.6% | $5,631-60.5% | $4,300-48.2% |
| Admin fee / account holder | $16,005 | $7,994+100.2% | $15,885+0.8% | $6,925+131.1% |