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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 | $95,453-17.1% | $112,040-29.4% | $82,448-4.0% |
| Participation rate | 34.2% | 72.8%-38.5pp | 76.5%-42.3pp | 68.1%-33.9pp |
| Annual return | 13.53% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $784 | $2,318-66.2% | $2,954-73.4% | $2,551-69.3% |
| Participant deferral / active EE | $2,516 | $4,224-40.4% | $5,098-50.6% | $4,139-39.2% |
| Admin fee / account holder | $10,724 | $9,013+19.0% | $12,098-11.4% | $7,234+48.2% |