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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 | $86,350 | $81,504+5.9% | $102,437-15.7% | $80,959+6.7% |
| Participation rate | 32.8% | 66.9%-34.1pp | 74.5%-41.7pp | 67.7%-34.9pp |
| Annual return | 14.17% | 25.60%-11.4pp | 24.95%-10.8pp | 35.67%-21.5pp |
| Employer contribution / active EE | $832 | $3,104-73.2% | $3,871-78.5% | $2,757-69.8% |
| Participant deferral / active EE | $1,673 | $3,871-56.8% | $5,060-66.9% | $4,300-61.1% |
| Admin fee / account holder | $3,932 | $6,719-41.5% | $8,388-53.1% | $6,925-43.2% |