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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 | $67,283 | $86,940-22.6% | $102,434-34.3% | $80,935-16.9% |
| Participation rate | 45.0% | 72.4%-27.4pp | 76.5%-31.5pp | 67.7%-22.7pp |
| Annual return | 10.74% | 18.89%-8.2pp | 29.46%-18.7pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,088 | $2,370-54.1% | $3,023-64.0% | $2,757-60.5% |
| Participant deferral / active EE | $2,540 | $4,121-38.4% | $5,055-49.8% | $4,299-40.9% |
| Admin fee / account holder | $5,752 | $8,047-28.5% | $9,462-39.2% | $6,924-16.9% |