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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 | $77,676 | $79,867-2.7% | $120,344-35.5% | $64,340+20.7% |
| Participation rate | 49.6% | 63.0%-13.3pp | 76.7%-27.1pp | 55.2%-5.6pp |
| Annual return | 12.88% | 21.10%-8.2pp | 20.30%-7.4pp | 24.14%-11.3pp |
| Employer contribution / active EE | $1,229 | $1,925-36.1% | $3,020-59.3% | $1,862-34.0% |
| Participant deferral / active EE | $1,798 | $3,593-50.0% | $5,135-65.0% | $2,980-39.7% |
| Admin fee / account holder | $4,792 | $5,039-4.9% | $12,742-62.4% | $3,703+29.4% |