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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 | $71,728 | $75,541-5.0% | $152,093-52.8% | $82,637-13.2% |
| Participation rate | 55.8% | 66.5%-10.7pp | 77.8%-22.0pp | 68.1%-12.2pp |
| Annual return | 13.84% | 32.56%-18.7pp | 66.36%-52.5pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,134 | $2,622-56.8% | $4,175-72.8% | $2,552-55.6% |
| Participant deferral / active EE | $2,805 | $3,206-12.5% | $5,451-48.5% | $4,126-32.0% |
| Admin fee / account holder | $2,595 | $6,405-59.5% | $14,497-82.1% | $7,339-64.6% |