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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 | $77,342 | $77,962-0.8% | $178,540-56.7% | $80,935-4.4% |
| Participation rate | 47.5% | 65.7%-18.2pp | 77.1%-29.6pp | 67.7%-20.2pp |
| Annual return | 18.43% | 18.10%+0.3pp | 27.15%-8.7pp | 35.66%-17.2pp |
| Employer contribution / active EE | $1,248 | $2,280-45.3% | $3,953-68.4% | $2,757-54.7% |
| Participant deferral / active EE | $6,497 | $4,404+47.5% | $6,281+3.5% | $4,299+51.1% |
| Admin fee / account holder | $1,235 | $7,156-82.7% | $10,424-88.1% | $6,924-82.2% |