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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 | $86,000 | $81,457+5.6% | $103,378-16.8% | $80,911+6.3% |
| Participation rate | 24.3% | 66.8%-42.5pp | 74.5%-50.2pp | 67.6%-43.3pp |
| Annual return | 14.67% | 25.58%-10.9pp | 24.91%-10.2pp | 35.63%-21.0pp |
| Employer contribution / active EE | $1,197 | $3,107-61.5% | $3,870-69.1% | $2,756-56.6% |
| Participant deferral / active EE | $2,816 | $3,871-27.2% | $5,058-44.3% | $4,297-34.5% |
| Admin fee / account holder | $2,347 | $6,717-65.0% | $8,401-72.1% | $6,935-66.1% |