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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 | $79,883 | $88,707-9.9% | $74,184+7.7% | $273,972-70.8% |
| Participation rate | 68.8% | 79.4%-10.7pp | 76.6%-7.9pp | 83.0%-14.3pp |
| Annual return | 6.28% | 11.94%-5.7pp | 17.74%-11.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,625 | $3,159-48.6% | $2,370-31.4% | $4,869-66.6% |
| Participant deferral / active EE | $3,060 | $4,212-27.3% | $3,550-13.8% | $5,287-42.1% |
| Admin fee / account holder | $503 | $8,717-94.2% | $5,586-91.0% | $10,133-95.0% |