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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 | $81,026 | $72,269+12.1% | $101,271-20.0% | $79,852+1.5% |
| Participation rate | 39.5% | 68.5%-29.0pp | 75.8%-36.3pp | 69.6%-30.2pp |
| Annual return | 19.36% | 22.29%-2.9pp | 46.48%-27.1pp | 31.72%-12.4pp |
| Employer contribution / active EE | $1,089 | $2,692-59.5% | $3,660-70.2% | $2,471-55.9% |
| Participant deferral / active EE | $3,090 | $3,282-5.8% | $4,371-29.3% | $3,740-17.4% |
| Admin fee / account holder | $781 | $4,401-82.3% | $5,948-86.9% | $5,306-85.3% |