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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 | $78,711 | $86,949-9.5% | $102,460-23.2% | $80,959-2.8% |
| Participation rate | 43.3% | 72.4%-29.1pp | 76.5%-33.2pp | 67.7%-24.3pp |
| Annual return | 14.04% | 18.89%-4.9pp | 29.47%-15.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $936 | $2,370-60.5% | $3,025-69.0% | $2,757-66.0% |
| Participant deferral / active EE | $2,078 | $4,121-49.6% | $5,056-58.9% | $4,300-51.7% |
| Admin fee / account holder | $2,842 | $8,048-64.7% | $9,460-70.0% | $6,925-59.0% |