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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 | $86,919-22.6% | $102,457-34.3% | $80,911-16.8% |
| Participation rate | 45.0% | 72.4%-27.4pp | 76.5%-31.5pp | 67.6%-22.6pp |
| Annual return | 10.74% | 18.90%-8.2pp | 29.41%-18.7pp | 35.63%-24.9pp |
| Employer contribution / active EE | $1,088 | $2,368-54.1% | $3,022-64.0% | $2,756-60.5% |
| Participant deferral / active EE | $2,540 | $4,119-38.3% | $5,054-49.7% | $4,297-40.9% |
| Admin fee / account holder | $5,752 | $8,049-28.5% | $9,451-39.1% | $6,935-17.1% |