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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 | $81,074 | $72,273+12.2% | $101,275-19.9% | $79,856+1.5% |
| Participation rate | 32.2% | 68.5%-36.3pp | 75.8%-43.6pp | 69.6%-37.4pp |
| Annual return | 15.79% | 22.30%-6.5pp | 46.48%-30.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,180 | $2,691-56.2% | $3,660-67.8% | $2,471-52.3% |
| Participant deferral / active EE | $3,053 | $3,282-7.0% | $4,371-30.1% | $3,741-18.4% |
| Admin fee / account holder | $1,240 | $4,401-71.8% | $5,948-79.2% | $5,306-76.6% |