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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 | $73,120 | $104,098-29.8% | $140,514-48.0% | $94,015-22.2% |
| Participation rate | 43.8% | 73.7%-30.0pp | 77.8%-34.0pp | 70.8%-27.1pp |
| Annual return | 14.14% | 15.14%-1.0pp | 14.36%-0.2pp | 17.84%-3.7pp |
| Employer contribution / active EE | $1,985 | $2,388-16.9% | $3,378-41.2% | $2,790-28.9% |
| Participant deferral / active EE | $3,775 | $4,033-6.4% | $4,919-23.2% | $4,249-11.2% |
| Admin fee / account holder | $348 | $10,439-96.7% | $13,697-97.5% | $8,951-96.1% |