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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 | $80,967 | $69,444+16.6% | $92,985-12.9% | $87,485-7.5% |
| Participation rate | 40.8% | 63.3%-22.5pp | 69.5%-28.7pp | 68.9%-28.1pp |
| Annual return | 15.17% | 23.85%-8.7pp | 27.99%-12.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,103 | $1,917-42.5% | $2,662-58.6% | $2,596-57.5% |
| Participant deferral / active EE | $2,436 | $3,364-27.6% | $4,377-44.3% | $4,274-43.0% |
| Admin fee / account holder | $1,401 | $6,137-77.2% | $9,463-85.2% | $7,775-82.0% |