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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 | $100,194-18.8% | $122,979-33.9% | $86,983-6.5% |
| Participation rate | 34.7% | 73.0%-38.3pp | 77.2%-42.5pp | 69.5%-34.9pp |
| Annual return | 16.89% | 16.47%+0.4pp | 20.12%-3.2pp | 25.83%-8.9pp |
| Employer contribution / active EE | $1,208 | $2,326-48.0% | $3,062-60.5% | $2,584-53.2% |
| Participant deferral / active EE | $2,233 | $4,133-46.0% | $5,003-55.4% | $4,194-46.7% |
| Admin fee / account holder | $765 | $10,148-92.5% | $12,864-94.1% | $7,856-90.3% |