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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 | $93,521 | $97,550-4.1% | $120,344-22.3% | $87,485+6.9% |
| Participation rate | 37.9% | 72.8%-34.9pp | 76.7%-38.8pp | 68.9%-31.0pp |
| Annual return | 12.76% | 18.41%-5.7pp | 20.30%-7.5pp | 26.06%-13.3pp |
| Employer contribution / active EE | $1,247 | $2,291-45.6% | $3,020-58.7% | $2,596-52.0% |
| Participant deferral / active EE | $2,903 | $4,230-31.4% | $5,135-43.5% | $4,274-32.1% |
| Admin fee / account holder | $6,998 | $9,543-26.7% | $12,742-45.1% | $7,775-10.0% |