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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 | $74,898 | $162,967-54.0% | $135,792-44.8% | $138,895-46.1% |
| Participation rate | 52.9% | 78.3%-25.4pp | 72.6%-19.6pp | 79.9%-27.0pp |
| Annual return | 13.84% | 30.08%-16.2pp | 25.96%-12.1pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,253 | $4,211-70.2% | $3,496-64.2% | $4,194-70.1% |
| Participant deferral / active EE | $1,725 | $5,640-69.4% | $4,759-63.8% | $6,396-73.0% |
| Admin fee / account holder | $798 | $15,306-94.8% | $12,266-93.5% | $12,562-93.6% |