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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 | $70,981 | $73,978-4.1% | $96,515-26.5% | $75,173-5.6% |
| Participation rate | 53.2% | 66.4%-13.2pp | 74.3%-21.1pp | 67.2%-14.0pp |
| Annual return | 15.22% | 26.72%-11.5pp | 35.73%-20.5pp | 160.72%-145.5pp |
| Employer contribution / active EE | $1,714 | $2,931-41.5% | $3,740-54.2% | $2,671-35.8% |
| Participant deferral / active EE | $2,251 | $3,660-38.5% | $4,880-53.9% | $4,126-45.4% |
| Admin fee / account holder | $363 | $5,219-93.0% | $6,735-94.6% | $5,651-93.6% |