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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 | $80,689 | $95,453-15.5% | $112,040-28.0% | $82,448-2.1% |
| Participation rate | 59.0% | 72.8%-13.7pp | 76.5%-17.5pp | 68.1%-9.1pp |
| Annual return | 16.67% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,571 | $2,318-32.2% | $2,954-46.8% | $2,551-38.4% |
| Participant deferral / active EE | $3,470 | $4,224-17.8% | $5,098-31.9% | $4,139-16.2% |
| Admin fee / account holder | $7,831 | $9,013-13.1% | $12,098-35.3% | $7,234+8.2% |