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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 | $78,282 | $86,938-10.0% | $102,423-23.6% | $80,925-3.3% |
| Participation rate | 36.5% | 72.4%-35.8pp | 76.5%-40.0pp | 67.7%-31.1pp |
| Annual return | 11.39% | 18.89%-7.5pp | 29.42%-18.0pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,375 | $2,369-42.0% | $3,023-54.5% | $2,756-50.1% |
| Participant deferral / active EE | $3,114 | $4,120-24.4% | $5,054-38.4% | $4,299-27.6% |
| Admin fee / account holder | $13,917 | $8,053+72.8% | $9,455+47.2% | $6,940+100.5% |