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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 | $75,516 | $55,930+35.0% | $76,089-0.8% | $80,925-6.7% |
| Participation rate | 48.6% | 62.1%-13.5pp | 69.1%-20.5pp | 67.7%-19.1pp |
| Annual return | 14.11% | 20.58%-6.5pp | 360.94%-346.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,536 | $1,866-17.7% | $2,690-42.9% | $2,756-44.3% |
| Participant deferral / active EE | $2,475 | $3,051-18.9% | $4,259-41.9% | $4,299-42.4% |
| Admin fee / account holder | $2,065 | $5,241-60.6% | $6,418-67.8% | $6,940-70.2% |