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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 | $73,498 | $77,908-5.7% | $149,696-50.9% | $75,173-2.2% |
| Participation rate | 46.4% | 65.6%-19.2pp | 78.8%-32.3pp | 67.2%-20.8pp |
| Annual return | 22.89% | 31.73%-8.8pp | 134.46%-111.6pp | 160.72%-137.8pp |
| Employer contribution / active EE | $1,598 | $3,138-49.1% | $4,821-66.9% | $2,671-40.2% |
| Participant deferral / active EE | $3,070 | $3,411-10.0% | $5,682-46.0% | $4,126-25.6% |
| Admin fee / account holder | $4,472 | $5,950-24.8% | $13,212-66.2% | $5,651-20.9% |