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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 | $75,936 | $76,407-0.6% | $150,298-49.5% | $82,448-7.9% |
| Participation rate | 58.6% | 66.4%-7.8pp | 77.8%-19.1pp | 68.1%-9.4pp |
| Annual return | 17.39% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,213 | $2,614-53.6% | $4,154-70.8% | $2,551-52.5% |
| Participant deferral / active EE | $1,947 | $3,214-39.4% | $5,453-64.3% | $4,139-53.0% |
| Admin fee / account holder | $672 | $6,352-89.4% | $14,116-95.2% | $7,234-90.7% |