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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 | $104,098-19.2% | $140,514-40.1% | $94,015-10.5% |
| Participation rate | 45.7% | 73.7%-28.0pp | 77.8%-32.1pp | 70.8%-25.1pp |
| Annual return | 14.63% | 15.14%-0.5pp | 14.36%+0.3pp | 17.84%-3.2pp |
| Employer contribution / active EE | $1,446 | $2,388-39.5% | $3,378-57.2% | $2,790-48.2% |
| Participant deferral / active EE | $2,738 | $4,033-32.1% | $4,919-44.3% | $4,249-35.6% |
| Admin fee / account holder | $4,635 | $10,439-55.6% | $13,697-66.2% | $8,951-48.2% |