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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 | $76,543 | $92,985-17.7% | $153,432-50.1% | $80,874-5.4% |
| Participation rate | 38.7% | 69.0%-30.2pp | 77.1%-38.4pp | 67.6%-28.9pp |
| Annual return | 14.54% | 19.95%-5.4pp | 15.66%-1.1pp | 35.62%-21.1pp |
| Employer contribution / active EE | $2,919 | $3,507-16.8% | $5,038-42.1% | $2,756+5.9% |
| Participant deferral / active EE | $0 | $5,178-100.0% | $6,757-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,811 | $8,880-79.6% | $12,725-85.8% | $6,935-73.9% |