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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 | $76,823 | $114,712-33.0% | $173,730-55.8% | $87,485-12.2% |
| Participation rate | 47.7% | 73.0%-25.3pp | 79.6%-31.8pp | 68.9%-21.2pp |
| Annual return | 16.56% | 20.18%-3.6pp | 19.96%-3.4pp | 26.06%-9.5pp |
| Employer contribution / active EE | $1,481 | $2,904-49.0% | $4,577-67.7% | $2,596-43.0% |
| Participant deferral / active EE | $3,458 | $4,642-25.5% | $6,326-45.3% | $4,274-19.1% |
| Admin fee / account holder | $2,326 | $10,210-77.2% | $17,523-86.7% | $7,775-70.1% |