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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 | $74,125 | $81,446-9.0% | $103,374-28.3% | $80,874-8.3% |
| Participation rate | 46.2% | 66.9%-20.7pp | 74.5%-28.4pp | 67.6%-21.5pp |
| Annual return | 18.91% | 25.57%-6.7pp | 24.89%-6.0pp | 35.62%-16.7pp |
| Employer contribution / active EE | $1,533 | $3,107-50.7% | $3,869-60.4% | $2,756-44.4% |
| Participant deferral / active EE | $2,320 | $3,870-40.0% | $5,058-54.1% | $4,297-46.0% |
| Admin fee / account holder | $764 | $6,715-88.6% | $8,394-90.9% | $6,935-89.0% |