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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 | $70,672 | $71,523-1.2% | $98,461-28.2% | $71,511-1.2% |
| Participation rate | 40.8% | 72.7%-31.9pp | 75.2%-34.4pp | 67.9%-27.2pp |
| Annual return | 17.48% | 32.43%-15.0pp | 21.17%-3.7pp | 28.86%-11.4pp |
| Employer contribution / active EE | $1,715 | $2,399-28.5% | $3,049-43.7% | $2,589-33.8% |
| Participant deferral / active EE | $2,946 | $4,109-28.3% | $4,738-37.8% | $4,291-31.3% |
| Admin fee / account holder | $10,858 | $1,676+547.9% | $8,961+21.2% | $1,588+583.5% |