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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 | $77,765 | $77,896-0.2% | $134,172-42.0% | $82,448-5.7% |
| Participation rate | 37.5% | 62.8%-25.3pp | 72.5%-35.0pp | 68.1%-30.6pp |
| Annual return | 16.45% | 18.21%-1.8pp | 25.30%-8.8pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,099 | $2,159-49.1% | $3,420-67.9% | $2,551-56.9% |
| Participant deferral / active EE | $2,292 | $3,162-27.5% | $4,690-51.1% | $4,139-44.6% |
| Admin fee / account holder | $3,889 | $6,336-38.6% | $12,016-67.6% | $7,234-46.2% |