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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 | $80,966 | $106,749-24.2% | $145,433-44.3% | $82,448-1.8% |
| Participation rate | 31.8% | 75.6%-43.8pp | 82.1%-50.3pp | 68.1%-36.2pp |
| Annual return | 16.03% | 27.59%-11.6pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,197 | $3,444-65.3% | $4,554-73.7% | $2,551-53.1% |
| Participant deferral / active EE | $2,513 | $6,519-61.5% | $7,897-68.2% | $4,139-39.3% |
| Admin fee / account holder | $9,735 | $8,390+16.0% | $13,129-25.9% | $7,234+34.6% |