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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 | $80,271 | $86,949-7.7% | $102,460-21.7% | $80,959-0.8% |
| Participation rate | 62.7% | 72.4%-9.7pp | 76.5%-13.8pp | 67.7%-5.0pp |
| Annual return | 12.55% | 18.89%-6.3pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,077 | $2,370-54.6% | $3,025-64.4% | $2,757-61.0% |
| Participant deferral / active EE | $7,015 | $4,121+70.2% | $5,056+38.7% | $4,300+63.1% |
| Admin fee / account holder | $1,787 | $8,048-77.8% | $9,460-81.1% | $6,925-74.2% |