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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 | $76,936 | $81,504-5.6% | $102,437-24.9% | $80,959-5.0% |
| Participation rate | 48.1% | 66.9%-18.7pp | 74.5%-26.4pp | 67.7%-19.5pp |
| Annual return | 12.57% | 25.60%-13.0pp | 24.95%-12.4pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,456 | $3,104-53.1% | $3,871-62.4% | $2,757-47.2% |
| Participant deferral / active EE | $3,787 | $3,871-2.2% | $5,060-25.2% | $4,300-11.9% |
| Admin fee / account holder | $1,564 | $6,719-76.7% | $8,388-81.4% | $6,925-77.4% |