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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 | $79,657 | $81,358-2.1% | $155,556-48.8% | $80,959-1.6% |
| Participation rate | 46.4% | 66.3%-19.8pp | 78.2%-31.8pp | 67.7%-21.2pp |
| Annual return | 19.79% | 33.39%-13.6pp | 64.84%-45.0pp | 35.67%-15.9pp |
| Employer contribution / active EE | $907 | $3,106-70.8% | $4,675-80.6% | $2,757-67.1% |
| Participant deferral / active EE | $3,073 | $3,455-11.1% | $5,631-45.4% | $4,300-28.5% |
| Admin fee / account holder | $1,865 | $7,994-76.7% | $15,885-88.3% | $6,925-73.1% |