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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 | $82,033 | $93,617-12.4% | $135,982-39.7% | $75,177+9.1% |
| Participation rate | 47.2% | 75.2%-28.0pp | 81.9%-34.7pp | 67.2%-20.0pp |
| Annual return | 18.46% | 30.89%-12.4pp | 68.32%-49.9pp | 160.75%-142.3pp |
| Employer contribution / active EE | $1,390 | $3,538-60.7% | $4,859-71.4% | $2,671-47.9% |
| Participant deferral / active EE | $3,004 | $6,406-53.1% | $7,760-61.3% | $4,126-27.2% |
| Admin fee / account holder | $2,769 | $6,980-60.3% | $10,767-74.3% | $5,651-51.0% |