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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 | $81,276-12.2% | $155,574-54.1% | $80,925-11.8% |
| Participation rate | 44.8% | 66.2%-21.4pp | 78.2%-33.4pp | 67.7%-22.8pp |
| Annual return | 16.70% | 33.36%-16.7pp | 64.87%-48.2pp | 35.65%-18.9pp |
| Employer contribution / active EE | $891 | $3,103-71.3% | $4,676-80.9% | $2,756-67.7% |
| Participant deferral / active EE | $2,226 | $3,453-35.5% | $5,629-60.5% | $4,299-48.2% |
| Admin fee / account holder | $16,005 | $7,993+100.2% | $15,914+0.6% | $6,940+130.6% |