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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 | $84,877 | $77,814+9.1% | $158,223-46.4% | $86,983-2.4% |
| Participation rate | 35.9% | 68.4%-32.5pp | 79.2%-43.3pp | 69.5%-33.6pp |
| Annual return | 14.98% | 30.54%-15.6pp | 52.09%-37.1pp | 25.83%-10.8pp |
| Employer contribution / active EE | $1,069 | $2,592-58.8% | $4,109-74.0% | $2,584-58.6% |
| Participant deferral / active EE | $2,772 | $3,270-15.2% | $5,467-49.3% | $4,194-33.9% |
| Admin fee / account holder | $3,701 | $5,879-37.0% | $16,047-76.9% | $7,856-52.9% |