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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 | $68,912 | $74,535-7.5% | $100,712-31.6% | $82,637-16.6% |
| Participation rate | 47.4% | 61.2%-13.8pp | 69.3%-21.9pp | 68.1%-20.7pp |
| Annual return | 16.78% | 18.92%-2.1pp | 33.27%-16.5pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,029 | $1,503-31.5% | $2,313-55.5% | $2,552-59.7% |
| Participant deferral / active EE | $3,016 | $3,074-1.9% | $4,085-26.2% | $4,126-26.9% |
| Admin fee / account holder | $4,946 | $6,576-24.8% | $9,256-46.6% | $7,339-32.6% |