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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 | $70,025 | $72,272-3.1% | $101,264-30.8% | $79,858-12.3% |
| Participation rate | 44.9% | 68.5%-23.5pp | 75.8%-30.9pp | 69.6%-24.7pp |
| Annual return | 20.24% | 22.30%-2.1pp | 46.48%-26.2pp | 31.72%-11.5pp |
| Employer contribution / active EE | $1,279 | $2,692-52.5% | $3,660-65.1% | $2,471-48.2% |
| Participant deferral / active EE | $2,131 | $3,282-35.0% | $4,370-51.2% | $3,740-43.0% |
| Admin fee / account holder | $5,900 | $4,401+34.1% | $5,947-0.8% | $5,306+11.2% |