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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 | $68,243 | $95,453-28.5% | $112,040-39.1% | $82,448-17.2% |
| Participation rate | 34.3% | 72.8%-38.5pp | 76.5%-42.2pp | 68.1%-33.8pp |
| Annual return | 13.41% | 23.92%-10.5pp | 24.52%-11.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,213 | $2,318-47.7% | $2,954-58.9% | $2,551-52.5% |
| Participant deferral / active EE | $2,209 | $4,224-47.7% | $5,098-56.7% | $4,139-46.6% |
| Admin fee / account holder | $3,474 | $9,013-61.5% | $12,098-71.3% | $7,234-52.0% |