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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 | $84,374 | $75,541+11.7% | $152,093-44.5% | $82,637+2.1% |
| Participation rate | 44.4% | 66.5%-22.1pp | 77.8%-33.3pp | 68.1%-23.6pp |
| Annual return | 16.50% | 32.56%-16.1pp | 66.36%-49.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,420 | $2,622-45.9% | $4,175-66.0% | $2,552-44.4% |
| Participant deferral / active EE | $2,782 | $3,206-13.2% | $5,451-49.0% | $4,126-32.6% |
| Admin fee / account holder | $4,880 | $6,405-23.8% | $14,497-66.3% | $7,339-33.5% |