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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 | $79,052 | $110,137-28.2% | $161,149-50.9% | $82,637-4.3% |
| Participation rate | 47.5% | 72.4%-24.9pp | 78.8%-31.3pp | 68.1%-20.6pp |
| Annual return | 18.71% | 20.69%-2.0pp | 21.16%-2.5pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,862 | $2,856-34.8% | $4,360-57.3% | $2,552-27.1% |
| Participant deferral / active EE | $4,835 | $4,575+5.7% | $6,153-21.4% | $4,126+17.2% |
| Admin fee / account holder | $1,398 | $9,467-85.2% | $15,194-90.8% | $7,339-80.9% |