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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 | $80,823 | $106,524-24.1% | $152,301-46.9% | $87,485-7.6% |
| Participation rate | 40.8% | 75.8%-34.9pp | 82.4%-41.6pp | 68.9%-28.1pp |
| Annual return | 18.09% | 26.89%-8.8pp | 80.50%-62.4pp | 26.06%-8.0pp |
| Employer contribution / active EE | $1,527 | $3,371-54.7% | $4,624-67.0% | $2,596-41.2% |
| Participant deferral / active EE | $3,401 | $6,525-47.9% | $8,004-57.5% | $4,274-20.4% |
| Admin fee / account holder | $1,545 | $8,287-81.4% | $14,398-89.3% | $7,775-80.1% |