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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 | $79,331 | $184,014-56.9% | $161,149-50.8% | $138,895-42.9% |
| Participation rate | 47.4% | 82.1%-34.7pp | 78.8%-31.5pp | 79.9%-32.6pp |
| Annual return | 17.58% | 21.52%-3.9pp | 21.16%-3.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $2,393 | $5,055-52.7% | $4,360-45.1% | $4,194-43.0% |
| Participant deferral / active EE | $2,393 | $6,909-65.4% | $6,153-61.1% | $6,396-62.6% |
| Admin fee / account holder | $422 | $18,027-97.7% | $15,194-97.2% | $12,562-96.6% |