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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 | $75,832 | $85,515-11.3% | $112,040-32.3% | $67,986+11.5% |
| Participation rate | 41.9% | 68.2%-26.3pp | 76.5%-34.6pp | 57.2%-15.3pp |
| Annual return | 15.46% | 29.68%-14.2pp | 24.52%-9.1pp | 31.67%-16.2pp |
| Employer contribution / active EE | $1,275 | $2,191-41.8% | $2,954-56.8% | $2,019-36.9% |
| Participant deferral / active EE | $2,607 | $4,014-35.1% | $5,098-48.9% | $3,358-22.4% |
| Admin fee / account holder | $2,436 | $3,774-35.4% | $12,098-79.9% | $3,203-23.9% |