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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 | $79,897 | $73,787+8.3% | $98,716-19.1% | $82,448-3.1% |
| Participation rate | 48.9% | 61.4%-12.5pp | 69.3%-20.4pp | 68.1%-19.1pp |
| Annual return | 12.55% | 18.57%-6.0pp | 31.81%-19.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,039 | $1,511-31.2% | $2,279-54.4% | $2,551-59.3% |
| Participant deferral / active EE | $1,505 | $3,081-51.1% | $4,048-62.8% | $4,139-63.6% |
| Admin fee / account holder | $2,717 | $6,500-58.2% | $8,703-68.8% | $7,234-62.4% |