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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 | $81,879 | $81,947-0.1% | $105,387-22.3% | $72,983+12.2% |
| Participation rate | 44.7% | 76.5%-31.8pp | 82.6%-37.8pp | 69.5%-24.8pp |
| Annual return | 22.30% | 42.90%-20.6pp | 26.82%-4.5pp | 81.01%-58.7pp |
| Employer contribution / active EE | $1,453 | $3,468-58.1% | $4,213-65.5% | $2,440-40.4% |
| Participant deferral / active EE | $2,874 | $4,494-36.1% | $5,502-47.8% | $3,608-20.3% |
| Admin fee / account holder | $3,015 | $6,258-51.8% | $6,559-54.0% | $5,124-41.2% |