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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 | $65,517 | $70,418-7.0% | $96,570-32.2% | $85,847-23.7% |
| Participation rate | 52.0% | 61.8%-9.8pp | 69.8%-17.8pp | 69.3%-17.3pp |
| Annual return | 13.70% | 18.59%-4.9pp | 37.79%-24.1pp | 318.61%-304.9pp |
| Employer contribution / active EE | $1,329 | $1,413-6.0% | $2,357-43.6% | $2,565-48.2% |
| Participant deferral / active EE | $3,786 | $2,894+30.8% | $3,849-1.7% | $3,952-4.2% |
| Admin fee / account holder | $672 | $4,995-86.5% | $6,182-89.1% | $6,261-89.3% |