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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 | $80,275 | $81,504-1.5% | $102,437-21.6% | $80,959-0.8% |
| Participation rate | 25.8% | 66.9%-41.0pp | 74.5%-48.7pp | 67.7%-41.9pp |
| Annual return | 20.48% | 25.60%-5.1pp | 24.95%-4.5pp | 35.67%-15.2pp |
| Employer contribution / active EE | $1,554 | $3,104-49.9% | $3,871-59.9% | $2,757-43.7% |
| Participant deferral / active EE | $3,033 | $3,871-21.6% | $5,060-40.1% | $4,300-29.5% |
| Admin fee / account holder | $3,277 | $6,719-51.2% | $8,388-60.9% | $6,925-52.7% |