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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 | $80,364 | $78,015+3.0% | $178,505-55.0% | $80,959-0.7% |
| Participation rate | 33.3% | 65.7%-32.3pp | 77.1%-43.8pp | 67.7%-34.3pp |
| Annual return | 17.23% | 18.10%-0.9pp | 27.16%-9.9pp | 35.67%-18.4pp |
| Employer contribution / active EE | $1,594 | $2,281-30.2% | $3,955-59.7% | $2,757-42.2% |
| Participant deferral / active EE | $3,452 | $4,406-21.7% | $6,280-45.0% | $4,300-19.7% |
| Admin fee / account holder | $1,208 | $7,160-83.1% | $10,428-88.4% | $6,925-82.6% |