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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 | $80,343 | $86,938-7.6% | $102,423-21.6% | $80,925-0.7% |
| Participation rate | 54.9% | 72.4%-17.5pp | 76.5%-21.6pp | 67.7%-12.7pp |
| Annual return | 14.24% | 18.89%-4.7pp | 29.42%-15.2pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,207 | $2,369-49.1% | $3,023-60.1% | $2,756-56.2% |
| Participant deferral / active EE | $2,772 | $4,120-32.7% | $5,054-45.1% | $4,299-35.5% |
| Admin fee / account holder | $2,464 | $8,053-69.4% | $9,455-73.9% | $6,940-64.5% |