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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 | $78,641 | $81,504-3.5% | $102,437-23.2% | $80,959-2.9% |
| Participation rate | 39.1% | 66.9%-27.7pp | 74.5%-35.4pp | 67.7%-28.5pp |
| Annual return | 15.93% | 25.60%-9.7pp | 24.95%-9.0pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,313 | $3,104-57.7% | $3,871-66.1% | $2,757-52.4% |
| Participant deferral / active EE | $2,803 | $3,871-27.6% | $5,060-44.6% | $4,300-34.8% |
| Admin fee / account holder | $7,293 | $6,719+8.5% | $8,388-13.1% | $6,925+5.3% |