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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 | $73,799 | $76,407-3.4% | $150,298-50.9% | $82,448-10.5% |
| Participation rate | 43.5% | 66.4%-22.9pp | 77.8%-34.3pp | 68.1%-24.6pp |
| Annual return | 16.61% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $852 | $2,614-67.4% | $4,154-79.5% | $2,551-66.6% |
| Participant deferral / active EE | $1,687 | $3,214-47.5% | $5,453-69.1% | $4,139-59.2% |
| Admin fee / account holder | $6,398 | $6,352+0.7% | $14,116-54.7% | $7,234-11.6% |