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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 | $81,360 | $81,457-0.1% | $103,378-21.3% | $80,911+0.6% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 14.38% | 25.58%-11.2pp | 24.91%-10.5pp | 35.63%-21.2pp |
| Employer contribution / active EE | $1,392 | $3,107-55.2% | $3,870-64.0% | $2,756-49.5% |
| Participant deferral / active EE | $2,472 | $3,871-36.1% | $5,058-51.1% | $4,297-42.5% |
| Admin fee / account holder | $2,406 | $6,717-64.2% | $8,401-71.4% | $6,935-65.3% |