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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 | $72,730 | $81,504-10.8% | $102,437-29.0% | $80,959-10.2% |
| Participation rate | 27.4% | 66.9%-39.5pp | 74.5%-47.1pp | 67.7%-40.3pp |
| Annual return | 11.70% | 25.60%-13.9pp | 24.95%-13.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,696 | $3,104-45.4% | $3,871-56.2% | $2,757-38.5% |
| Participant deferral / active EE | $2,867 | $3,871-25.9% | $5,060-43.3% | $4,300-33.3% |
| Admin fee / account holder | $8,259 | $6,719+22.9% | $8,388-1.5% | $6,925+19.3% |