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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 | $70,381 | $88,370-20.4% | $112,977-37.7% | $79,856-11.9% |
| Participation rate | 47.1% | 76.8%-29.7pp | 82.6%-35.5pp | 69.6%-22.6pp |
| Annual return | 23.93% | 23.16%+0.8pp | 24.24%-0.3pp | 31.71%-7.8pp |
| Employer contribution / active EE | $1,154 | $3,398-66.0% | $4,255-72.9% | $2,471-53.3% |
| Participant deferral / active EE | $3,546 | $4,536-21.8% | $5,836-39.2% | $3,741-5.2% |
| Admin fee / account holder | $7,493 | $5,750+30.3% | $6,294+19.1% | $5,306+41.2% |