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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 | $77,885 | $97,550-20.2% | $120,344-35.3% | $87,485-11.0% |
| Participation rate | 58.0% | 72.8%-14.8pp | 76.7%-18.7pp | 68.9%-10.9pp |
| Annual return | 14.88% | 18.41%-3.5pp | 20.30%-5.4pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,811 | $2,291-20.9% | $3,020-40.0% | $2,596-30.2% |
| Participant deferral / active EE | $3,649 | $4,230-13.7% | $5,135-28.9% | $4,274-14.6% |
| Admin fee / account holder | $2,026 | $9,543-78.8% | $12,742-84.1% | $7,775-73.9% |