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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 | $78,765 | $68,878+14.4% | $120,574-34.7% | $80,935-2.7% |
| Participation rate | 35.4% | 61.7%-26.3pp | 71.9%-36.5pp | 67.7%-32.2pp |
| Annual return | 14.10% | 23.67%-9.6pp | 107.42%-93.3pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,130 | $2,065-45.3% | $3,471-67.5% | $2,757-59.0% |
| Participant deferral / active EE | $2,234 | $3,189-29.9% | $4,996-55.3% | $4,299-48.0% |
| Admin fee / account holder | $2,316 | $5,782-59.9% | $9,445-75.5% | $6,924-66.6% |