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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 | $86,652 | $95,453-9.2% | $112,040-22.7% | $82,448+5.1% |
| Participation rate | 51.6% | 72.8%-21.1pp | 76.5%-24.9pp | 68.1%-16.5pp |
| Annual return | 15.93% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,214 | $2,318-47.6% | $2,954-58.9% | $2,551-52.4% |
| Participant deferral / active EE | $2,815 | $4,224-33.4% | $5,098-44.8% | $4,139-32.0% |
| Admin fee / account holder | $3,832 | $9,013-57.5% | $12,098-68.3% | $7,234-47.0% |