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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 | $77,998 | $57,119+36.6% | $85,187-8.4% | $80,935-3.6% |
| Participation rate | 42.9% | 56.4%-13.6pp | 67.5%-24.7pp | 67.7%-24.8pp |
| Annual return | 12.98% | 21.70%-8.7pp | 66.67%-53.7pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,049 | $1,802-41.8% | $2,732-61.6% | $2,757-61.9% |
| Participant deferral / active EE | $2,267 | $3,115-27.2% | $4,525-49.9% | $4,299-47.3% |
| Admin fee / account holder | $1,954 | $4,990-60.9% | $6,162-68.3% | $6,924-71.8% |