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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 | $78,559 | $87,037-9.7% | $106,201-26.0% | $80,874-2.9% |
| Participation rate | 39.3% | 70.4%-31.2pp | 75.3%-36.0pp | 67.6%-28.4pp |
| Annual return | 11.95% | 17.05%-5.1pp | 116.26%-104.3pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,326 | $2,396-44.7% | $3,170-58.2% | $2,756-51.9% |
| Participant deferral / active EE | $2,240 | $3,986-43.8% | $5,012-55.3% | $4,297-47.9% |
| Admin fee / account holder | $6,220 | $8,434-26.2% | $11,039-43.7% | $6,935-10.3% |