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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 | $75,539 | $81,487-7.3% | $102,412-26.2% | $80,935-6.7% |
| Participation rate | 35.8% | 66.8%-31.0pp | 74.5%-38.7pp | 67.7%-31.8pp |
| Annual return | 17.49% | 25.60%-8.1pp | 24.94%-7.4pp | 35.66%-18.2pp |
| Employer contribution / active EE | $1,382 | $3,103-55.5% | $3,870-64.3% | $2,757-49.9% |
| Participant deferral / active EE | $2,428 | $3,871-37.3% | $5,060-52.0% | $4,299-43.5% |
| Admin fee / account holder | $3,379 | $6,717-49.7% | $8,388-59.7% | $6,924-51.2% |