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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 | $76,685 | $73,787+3.9% | $98,716-22.3% | $82,448-7.0% |
| Participation rate | 34.5% | 61.4%-26.9pp | 69.3%-34.8pp | 68.1%-33.6pp |
| Annual return | 18.15% | 18.57%-0.4pp | 31.81%-13.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,175 | $1,511-22.2% | $2,279-48.4% | $2,551-53.9% |
| Participant deferral / active EE | $2,945 | $3,081-4.4% | $4,048-27.2% | $4,139-28.9% |
| Admin fee / account holder | $1,796 | $6,500-72.4% | $8,703-79.4% | $7,234-75.2% |