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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 | $80,866 | $81,476-0.7% | $102,383-21.0% | $80,925-0.1% |
| Participation rate | 47.2% | 66.8%-19.6pp | 74.5%-27.3pp | 67.7%-20.4pp |
| Annual return | 14.74% | 25.59%-10.9pp | 24.94%-10.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $1,320 | $3,105-57.5% | $3,870-65.9% | $2,756-52.1% |
| Participant deferral / active EE | $3,989 | $3,871+3.0% | $5,060-21.2% | $4,299-7.2% |
| Admin fee / account holder | $1,175 | $6,717-82.5% | $8,391-86.0% | $6,940-83.1% |