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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 | $77,396 | $115,931-33.2% | $185,441-58.3% | $86,983-11.0% |
| Participation rate | 51.9% | 73.6%-21.8pp | 80.3%-28.4pp | 69.5%-17.7pp |
| Annual return | 19.87% | 21.47%-1.6pp | 20.16%-0.3pp | 25.83%-6.0pp |
| Employer contribution / active EE | $1,467 | $2,937-50.0% | $4,672-68.6% | $2,584-43.2% |
| Participant deferral / active EE | $3,032 | $4,551-33.4% | $6,152-50.7% | $4,194-27.7% |
| Admin fee / account holder | $3,738 | $10,687-65.0% | $17,890-79.1% | $7,856-52.4% |