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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 | $88,618 | $123,478-28.2% | $216,567-59.1% | $94,015-5.7% |
| Participation rate | 47.6% | 75.1%-27.5pp | 81.6%-34.0pp | 70.8%-23.2pp |
| Annual return | 14.36% | 23.61%-9.2pp | 12.94%+1.4pp | 17.84%-3.5pp |
| Employer contribution / active EE | $1,743 | $3,136-44.4% | $5,216-66.6% | $2,790-37.5% |
| Participant deferral / active EE | $3,386 | $4,556-25.7% | $6,191-45.3% | $4,249-20.3% |
| Admin fee / account holder | $8,709 | $12,753-31.7% | $21,981-60.4% | $8,951-2.7% |