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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 | $74,530 | $76,407-2.5% | $150,298-50.4% | $82,448-9.6% |
| Participation rate | 46.6% | 66.4%-19.8pp | 77.8%-31.2pp | 68.1%-21.5pp |
| Annual return | 26.56% | 39.99%-13.4pp | 62.79%-36.2pp | 41.64%-15.1pp |
| Employer contribution / active EE | $1,789 | $2,614-31.6% | $4,154-56.9% | $2,551-29.9% |
| Participant deferral / active EE | $3,842 | $3,214+19.5% | $5,453-29.5% | $4,139-7.2% |
| Admin fee / account holder | $6,086 | $6,352-4.2% | $14,116-56.9% | $7,234-15.9% |