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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 | $71,036 | $161,352-56.0% | $134,172-47.1% | $137,256-48.2% |
| Participation rate | 56.3% | 78.3%-22.0pp | 72.5%-16.2pp | 80.0%-23.7pp |
| Annual return | 18.88% | 28.72%-9.8pp | 25.30%-6.4pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,076 | $4,099-49.3% | $3,420-39.3% | $4,156-50.0% |
| Participant deferral / active EE | $4,924 | $5,552-11.3% | $4,690+5.0% | $6,407-23.1% |
| Admin fee / account holder | $1,286 | $15,028-91.4% | $12,016-89.3% | $12,270-89.5% |