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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 | $67,643 | $95,453-29.1% | $112,040-39.6% | $82,448-18.0% |
| Participation rate | 47.8% | 72.8%-24.9pp | 76.5%-28.7pp | 68.1%-20.2pp |
| Annual return | 17.62% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,367 | $2,318-41.0% | $2,954-53.7% | $2,551-46.4% |
| Participant deferral / active EE | $1,989 | $4,224-52.9% | $5,098-61.0% | $4,139-51.9% |
| Admin fee / account holder | $2,336 | $9,013-74.1% | $12,098-80.7% | $7,234-67.7% |