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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 | $77,481 | $88,996-12.9% | $78,004-0.7% | $138,895-44.2% |
| Participation rate | 45.8% | 74.4%-28.5pp | 69.4%-23.6pp | 79.9%-34.1pp |
| Annual return | 13.32% | 28.03%-14.7pp | 31.07%-17.7pp | 145.39%-132.1pp |
| Employer contribution / active EE | $1,173 | $2,917-59.8% | $2,469-52.5% | $4,194-72.0% |
| Participant deferral / active EE | $1,944 | $4,724-58.8% | $4,092-52.5% | $6,396-69.6% |
| Admin fee / account holder | $10,871 | $8,807+23.4% | $7,578+43.5% | $12,562-13.5% |