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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 | $68,499 | $83,485-18.0% | $125,195-45.3% | $72,976-6.1% |
| Participation rate | 48.4% | 73.3%-24.9pp | 79.8%-31.4pp | 69.5%-21.1pp |
| Annual return | 19.67% | 25.77%-6.1pp | 43.79%-24.1pp | 81.02%-61.3pp |
| Employer contribution / active EE | $1,032 | $2,346-56.0% | $3,866-73.3% | $2,440-57.7% |
| Participant deferral / active EE | $2,733 | $3,586-23.8% | $4,937-44.6% | $3,608-24.2% |
| Admin fee / account holder | $601 | $5,518-89.1% | $9,704-93.8% | $5,124-88.3% |