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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 | $82,343 | $81,446+1.1% | $103,374-20.3% | $80,874+1.8% |
| Participation rate | 37.5% | 66.9%-29.4pp | 74.5%-37.0pp | 67.6%-30.1pp |
| Annual return | 11.45% | 25.57%-14.1pp | 24.89%-13.4pp | 35.62%-24.2pp |
| Employer contribution / active EE | $1,167 | $3,107-62.5% | $3,869-69.9% | $2,756-57.7% |
| Participant deferral / active EE | $2,536 | $3,870-34.5% | $5,058-49.9% | $4,297-41.0% |
| Admin fee / account holder | $2,850 | $6,715-57.6% | $8,394-66.0% | $6,935-58.9% |