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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 | $73,207 | $81,233-9.9% | $155,567-52.9% | $80,874-9.5% |
| Participation rate | 32.7% | 66.2%-33.6pp | 78.2%-45.5pp | 67.6%-35.0pp |
| Annual return | 18.38% | 33.33%-15.0pp | 64.74%-46.4pp | 35.62%-17.2pp |
| Employer contribution / active EE | $710 | $3,101-77.1% | $4,674-84.8% | $2,756-74.2% |
| Participant deferral / active EE | $1,585 | $3,452-54.1% | $5,628-71.8% | $4,297-63.1% |
| Admin fee / account holder | $13,048 | $7,998+63.1% | $15,916-18.0% | $6,935+88.1% |