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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 | $84,123 | $97,550-13.8% | $120,344-30.1% | $87,485-3.8% |
| Participation rate | 45.7% | 72.8%-27.1pp | 76.7%-31.0pp | 68.9%-23.3pp |
| Annual return | 14.63% | 18.41%-3.8pp | 20.30%-5.7pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,446 | $2,291-36.9% | $3,020-52.1% | $2,596-44.3% |
| Participant deferral / active EE | $2,738 | $4,230-35.3% | $5,135-46.7% | $4,274-35.9% |
| Admin fee / account holder | $4,635 | $9,543-51.4% | $12,742-63.6% | $7,775-40.4% |