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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 | $76,094 | $81,476-6.6% | $102,383-25.7% | $80,925-6.0% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 12.67% | 25.59%-12.9pp | 24.94%-12.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,241 | $3,105-60.0% | $3,870-67.9% | $2,756-55.0% |
| Participant deferral / active EE | $4,040 | $3,871+4.4% | $5,060-20.1% | $4,299-6.0% |
| Admin fee / account holder | $781 | $6,717-88.4% | $8,391-90.7% | $6,940-88.7% |