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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 | $67,823 | $107,666-37.0% | $102,184-33.6% | $154,746-56.2% |
| Participation rate | 40.0% | 83.7%-43.7pp | 82.6%-42.6pp | 80.7%-40.7pp |
| Annual return | 20.80% | 29.33%-8.5pp | 31.58%-10.8pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,503 | $3,846-60.9% | $3,594-58.2% | $4,379-65.7% |
| Participant deferral / active EE | $4,577 | $8,719-47.5% | $8,309-44.9% | $6,730-32.0% |
| Admin fee / account holder | $541 | $12,943-95.8% | $11,609-95.3% | $14,365-96.2% |