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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 | $78,737 | $81,487-3.4% | $102,412-23.1% | $80,935-2.7% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 13.90% | 25.60%-11.7pp | 24.94%-11.0pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,846 | $3,103-40.5% | $3,870-52.3% | $2,757-33.0% |
| Participant deferral / active EE | $3,310 | $3,871-14.5% | $5,060-34.6% | $4,299-23.0% |
| Admin fee / account holder | $1,397 | $6,717-79.2% | $8,388-83.3% | $6,924-79.8% |