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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 | $72,246 | $86,938-16.9% | $102,423-29.5% | $80,925-10.7% |
| Participation rate | 54.9% | 72.4%-17.5pp | 76.5%-21.6pp | 67.7%-12.8pp |
| Annual return | 12.05% | 18.89%-6.8pp | 29.42%-17.4pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,309 | $2,369-44.7% | $3,023-56.7% | $2,756-52.5% |
| Participant deferral / active EE | $3,068 | $4,120-25.5% | $5,054-39.3% | $4,299-28.6% |
| Admin fee / account holder | $860 | $8,053-89.3% | $9,455-90.9% | $6,940-87.6% |