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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 | $80,004 | $86,938-8.0% | $102,423-21.9% | $80,925-1.1% |
| Participation rate | 48.8% | 72.4%-23.6pp | 76.5%-27.7pp | 67.7%-18.9pp |
| Annual return | 12.30% | 18.89%-6.6pp | 29.42%-17.1pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,722 | $2,369-27.3% | $3,023-43.0% | $2,756-37.5% |
| Participant deferral / active EE | $3,688 | $4,120-10.5% | $5,054-27.0% | $4,299-14.2% |
| Admin fee / account holder | $10,348 | $8,053+28.5% | $9,455+9.4% | $6,940+49.1% |