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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 | $79,140 | $97,550-18.9% | $120,344-34.2% | $87,485-9.5% |
| Participation rate | 34.2% | 72.8%-38.6pp | 76.7%-42.5pp | 68.9%-34.7pp |
| Annual return | 13.53% | 18.41%-4.9pp | 20.30%-6.8pp | 26.06%-12.5pp |
| Employer contribution / active EE | $784 | $2,291-65.8% | $3,020-74.0% | $2,596-69.8% |
| Participant deferral / active EE | $2,516 | $4,230-40.5% | $5,135-51.0% | $4,274-41.1% |
| Admin fee / account holder | $10,724 | $9,543+12.4% | $12,742-15.8% | $7,775+37.9% |