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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 | $77,675 | $81,504-4.7% | $102,437-24.2% | $80,959-4.1% |
| Participation rate | 32.9% | 66.9%-33.9pp | 74.5%-41.6pp | 67.7%-34.7pp |
| Annual return | 12.85% | 25.60%-12.7pp | 24.95%-12.1pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,177 | $3,104-62.1% | $3,871-69.6% | $2,757-57.3% |
| Participant deferral / active EE | $2,660 | $3,871-31.3% | $5,060-47.4% | $4,300-38.2% |
| Admin fee / account holder | $3,088 | $6,719-54.0% | $8,388-63.2% | $6,925-55.4% |