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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 | $77,387 | $81,504-5.1% | $102,437-24.5% | $80,959-4.4% |
| Participation rate | 49.0% | 66.9%-17.8pp | 74.5%-25.5pp | 67.7%-18.6pp |
| Annual return | 12.10% | 25.60%-13.5pp | 24.95%-12.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,704 | $3,104-45.1% | $3,871-56.0% | $2,757-38.2% |
| Participant deferral / active EE | $3,078 | $3,871-20.5% | $5,060-39.2% | $4,300-28.4% |
| Admin fee / account holder | $2,722 | $6,719-59.5% | $8,388-67.6% | $6,925-60.7% |