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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 | $73,835 | $86,919-15.1% | $102,457-27.9% | $80,911-8.7% |
| Participation rate | 18.3% | 72.4%-54.1pp | 76.5%-58.2pp | 67.6%-49.4pp |
| Annual return | 12.50% | 18.90%-6.4pp | 29.41%-16.9pp | 35.63%-23.1pp |
| Employer contribution / active EE | $1,296 | $2,368-45.3% | $3,022-57.1% | $2,756-53.0% |
| Participant deferral / active EE | $2,581 | $4,119-37.3% | $5,054-48.9% | $4,297-39.9% |
| Admin fee / account holder | $314 | $8,049-96.1% | $9,451-96.7% | $6,935-95.5% |