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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 | $77,213 | $81,476-5.2% | $102,383-24.6% | $80,925-4.6% |
| Participation rate | 32.3% | 66.8%-34.6pp | 74.5%-42.3pp | 67.7%-35.4pp |
| Annual return | 12.14% | 25.59%-13.5pp | 24.94%-12.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,367 | $3,105-56.0% | $3,870-64.7% | $2,756-50.4% |
| Participant deferral / active EE | $2,631 | $3,871-32.0% | $5,060-48.0% | $4,299-38.8% |
| Admin fee / account holder | $3,941 | $6,717-41.3% | $8,391-53.0% | $6,940-43.2% |