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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 | $86,407 | $115,931-25.5% | $185,441-53.4% | $86,983-0.7% |
| Participation rate | 51.0% | 73.6%-22.6pp | 80.3%-29.3pp | 69.5%-18.6pp |
| Annual return | 17.09% | 21.47%-4.4pp | 20.16%-3.1pp | 25.83%-8.7pp |
| Employer contribution / active EE | $1,128 | $2,937-61.6% | $4,672-75.9% | $2,584-56.4% |
| Participant deferral / active EE | $3,336 | $4,551-26.7% | $6,152-45.8% | $4,194-20.4% |
| Admin fee / account holder | $1,738 | $10,687-83.7% | $17,890-90.3% | $7,856-77.9% |