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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 | $79,852 | $136,860-41.7% | $120,344-33.6% | $154,746-48.4% |
| Participation rate | 27.3% | 79.9%-52.6pp | 76.7%-49.4pp | 80.7%-53.4pp |
| Annual return | 16.77% | 21.38%-4.6pp | 20.30%-3.5pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,188 | $3,533-66.4% | $3,020-60.6% | $4,379-72.9% |
| Participant deferral / active EE | $2,224 | $5,793-61.6% | $5,135-56.7% | $6,730-67.0% |
| Admin fee / account holder | $383 | $15,393-97.5% | $12,742-97.0% | $14,365-97.3% |