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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 | $67,528 | $81,446-17.1% | $103,374-34.7% | $80,874-16.5% |
| Participation rate | 48.0% | 66.9%-18.9pp | 74.5%-26.5pp | 67.6%-19.6pp |
| Annual return | 14.06% | 25.57%-11.5pp | 24.89%-10.8pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,136 | $3,107-63.4% | $3,869-70.6% | $2,756-58.8% |
| Participant deferral / active EE | $3,366 | $3,870-13.0% | $5,058-33.5% | $4,297-21.7% |
| Admin fee / account holder | $2,614 | $6,715-61.1% | $8,394-68.9% | $6,935-62.3% |