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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 | $80,538 | $79,867+0.8% | $120,344-33.1% | $64,340+25.2% |
| Participation rate | 34.7% | 63.0%-28.3pp | 76.7%-42.1pp | 55.2%-20.6pp |
| Annual return | 18.40% | 21.10%-2.7pp | 20.30%-1.9pp | 24.14%-5.7pp |
| Employer contribution / active EE | $1,359 | $1,925-29.4% | $3,020-55.0% | $1,862-27.0% |
| Participant deferral / active EE | $2,139 | $3,593-40.5% | $5,135-58.3% | $2,980-28.2% |
| Admin fee / account holder | $3,162 | $5,039-37.3% | $12,742-75.2% | $3,703-14.6% |