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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 | $81,313 | $95,453-14.8% | $112,040-27.4% | $82,448-1.4% |
| Participation rate | 34.7% | 72.8%-38.1pp | 76.5%-41.8pp | 68.1%-33.4pp |
| Annual return | 16.89% | 23.92%-7.0pp | 24.52%-7.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,208 | $2,318-47.9% | $2,954-59.1% | $2,551-52.6% |
| Participant deferral / active EE | $2,233 | $4,224-47.1% | $5,098-56.2% | $4,139-46.0% |
| Admin fee / account holder | $765 | $9,013-91.5% | $12,098-93.7% | $7,234-89.4% |