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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 | $77,194 | $124,425-38.0% | $112,040-31.1% | $137,256-43.8% |
| Participation rate | 52.4% | 79.3%-26.9pp | 76.5%-24.1pp | 80.0%-27.6pp |
| Annual return | 13.72% | 24.72%-11.0pp | 24.52%-10.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,918 | $3,411-43.8% | $2,954-35.1% | $4,156-53.8% |
| Participant deferral / active EE | $3,484 | $5,718-39.1% | $5,098-31.7% | $6,407-45.6% |
| Admin fee / account holder | $3,103 | $15,207-79.6% | $12,098-74.4% | $12,270-74.7% |