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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 | $70,838 | $76,551-7.5% | $123,894-42.8% | $62,881+12.7% |
| Participation rate | 22.9% | 73.0%-50.1pp | 81.4%-58.6pp | 69.3%-46.4pp |
| Annual return | 7.92% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,120 | $2,882-61.1% | $4,617-75.7% | $2,281-50.9% |
| Participant deferral / active EE | $2,993 | $4,840-38.2% | $5,984-50.0% | $3,203-6.6% |
| Admin fee / account holder | $8,255 | $4,826+71.1% | $8,357-1.2% | $4,296+92.2% |