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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 | $81,457-1.5% | $103,378-22.3% | $80,911-0.8% |
| Participation rate | 25.8% | 66.8%-41.0pp | 74.5%-48.7pp | 67.6%-41.8pp |
| Annual return | 20.48% | 25.58%-5.1pp | 24.91%-4.4pp | 35.63%-15.1pp |
| Employer contribution / active EE | $1,554 | $3,107-50.0% | $3,870-59.9% | $2,756-43.6% |
| Participant deferral / active EE | $3,033 | $3,871-21.6% | $5,058-40.0% | $4,297-29.4% |
| Admin fee / account holder | $3,277 | $6,717-51.2% | $8,401-61.0% | $6,935-52.7% |