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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 | $81,276 | $77,962+4.3% | $178,540-54.5% | $80,935+0.4% |
| Participation rate | 43.2% | 65.7%-22.4pp | 77.1%-33.9pp | 67.7%-24.4pp |
| Annual return | 14.03% | 18.10%-4.1pp | 27.15%-13.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,524 | $2,280-33.2% | $3,953-61.5% | $2,757-44.7% |
| Participant deferral / active EE | $4,526 | $4,404+2.8% | $6,281-27.9% | $4,299+5.3% |
| Admin fee / account holder | $1,768 | $7,156-75.3% | $10,424-83.0% | $6,924-74.5% |