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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 | $70,651 | $73,978-4.5% | $96,515-26.8% | $75,173-6.0% |
| Participation rate | 31.3% | 66.4%-35.1pp | 74.3%-43.0pp | 67.2%-35.9pp |
| Annual return | 22.19% | 26.72%-4.5pp | 35.73%-13.5pp | 160.72%-138.5pp |
| Employer contribution / active EE | $1,170 | $2,931-60.1% | $3,740-68.7% | $2,671-56.2% |
| Participant deferral / active EE | $2,802 | $3,660-23.4% | $4,880-42.6% | $4,126-32.1% |
| Admin fee / account holder | $505 | $5,219-90.3% | $6,735-92.5% | $5,651-91.1% |