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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 | $74,875 | $86,949-13.9% | $102,460-26.9% | $80,959-7.5% |
| Participation rate | 49.0% | 72.4%-23.4pp | 76.5%-27.6pp | 67.7%-18.7pp |
| Annual return | 18.31% | 18.89%-0.6pp | 29.47%-11.2pp | 35.67%-17.4pp |
| Employer contribution / active EE | $1,619 | $2,370-31.7% | $3,025-46.5% | $2,757-41.3% |
| Participant deferral / active EE | $2,936 | $4,121-28.8% | $5,056-41.9% | $4,300-31.7% |
| Admin fee / account holder | $3,929 | $8,048-51.2% | $9,460-58.5% | $6,925-43.3% |