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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 | $81,504-9.1% | $102,437-27.6% | $80,959-8.4% |
| Participation rate | 46.2% | 66.9%-20.7pp | 74.5%-28.4pp | 67.7%-21.5pp |
| Annual return | 18.91% | 25.60%-6.7pp | 24.95%-6.0pp | 35.67%-16.8pp |
| Employer contribution / active EE | $1,533 | $3,104-50.6% | $3,871-60.4% | $2,757-44.4% |
| Participant deferral / active EE | $2,320 | $3,871-40.1% | $5,060-54.1% | $4,300-46.0% |
| Admin fee / account holder | $764 | $6,719-88.6% | $8,388-90.9% | $6,925-89.0% |