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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 | $80,393 | $81,358-1.2% | $155,556-48.3% | $80,959-0.7% |
| Participation rate | 31.3% | 66.3%-35.0pp | 78.2%-47.0pp | 67.7%-36.4pp |
| Annual return | 14.40% | 33.39%-19.0pp | 64.84%-50.4pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,545 | $3,106-50.3% | $4,675-67.0% | $2,757-44.0% |
| Participant deferral / active EE | $2,749 | $3,455-20.4% | $5,631-51.2% | $4,300-36.1% |
| Admin fee / account holder | $566 | $7,994-92.9% | $15,885-96.4% | $6,925-91.8% |