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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 | $68,912 | $77,574-11.2% | $108,753-36.6% | $86,983-20.8% |
| Participation rate | 47.4% | 62.3%-14.9pp | 71.1%-23.7pp | 69.5%-22.2pp |
| Annual return | 16.78% | 18.42%-1.6pp | 37.47%-20.7pp | 25.83%-9.0pp |
| Employer contribution / active EE | $1,029 | $1,611-36.1% | $2,427-57.6% | $2,584-60.2% |
| Participant deferral / active EE | $3,016 | $3,128-3.6% | $4,115-26.7% | $4,194-28.1% |
| Admin fee / account holder | $4,946 | $6,529-24.2% | $10,320-52.1% | $7,856-37.0% |