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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 | $72,897 | $88,370-17.5% | $112,977-35.5% | $79,856-8.7% |
| Participation rate | 48.0% | 76.8%-28.8pp | 82.6%-34.6pp | 69.6%-21.6pp |
| Annual return | 22.24% | 23.16%-0.9pp | 24.24%-2.0pp | 31.71%-9.5pp |
| Employer contribution / active EE | $1,027 | $3,398-69.8% | $4,255-75.9% | $2,471-58.4% |
| Participant deferral / active EE | $2,699 | $4,536-40.5% | $5,836-53.8% | $3,741-27.9% |
| Admin fee / account holder | $846 | $5,750-85.3% | $6,294-86.6% | $5,306-84.1% |