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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 | $77,009 | $95,404-19.3% | $113,397-32.1% | $82,637-6.8% |
| Participation rate | 44.4% | 72.8%-28.4pp | 76.5%-32.1pp | 68.1%-23.6pp |
| Annual return | 17.92% | 19.08%-1.2pp | 23.20%-5.3pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,013 | $2,307-56.1% | $2,977-66.0% | $2,552-60.3% |
| Participant deferral / active EE | $2,345 | $4,220-44.4% | $5,076-53.8% | $4,126-43.2% |
| Admin fee / account holder | $968 | $9,168-89.4% | $11,957-91.9% | $7,339-86.8% |