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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 | $77,009 | $95,453-19.3% | $112,040-31.3% | $82,448-6.6% |
| Participation rate | 44.4% | 72.8%-28.3pp | 76.5%-32.0pp | 68.1%-23.6pp |
| Annual return | 17.92% | 23.92%-6.0pp | 24.52%-6.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,013 | $2,318-56.3% | $2,954-65.7% | $2,551-60.3% |
| Participant deferral / active EE | $2,345 | $4,224-44.5% | $5,098-54.0% | $4,139-43.3% |
| Admin fee / account holder | $968 | $9,013-89.3% | $12,098-92.0% | $7,234-86.6% |