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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 | $78,494 | $93,055-15.6% | $153,643-48.9% | $80,935-3.0% |
| Participation rate | 30.6% | 69.0%-38.4pp | 77.1%-46.5pp | 67.7%-37.1pp |
| Annual return | 13.81% | 19.97%-6.2pp | 15.71%-1.9pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,941 | $3,504-44.6% | $5,039-61.5% | $2,757-29.6% |
| Participant deferral / active EE | $2,752 | $5,172-46.8% | $6,754-59.3% | $4,299-36.0% |
| Admin fee / account holder | $11,331 | $8,881+27.6% | $12,739-11.1% | $6,924+63.6% |