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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 | $75,241 | $81,504-7.7% | $102,437-26.5% | $80,959-7.1% |
| Participation rate | 28.9% | 66.9%-38.0pp | 74.5%-45.6pp | 67.7%-38.8pp |
| Annual return | 17.66% | 25.60%-7.9pp | 24.95%-7.3pp | 35.67%-18.0pp |
| Employer contribution / active EE | $1,946 | $3,104-37.3% | $3,871-49.7% | $2,757-29.4% |
| Participant deferral / active EE | $2,475 | $3,871-36.1% | $5,060-51.1% | $4,300-42.4% |
| Admin fee / account holder | $884 | $6,719-86.8% | $8,388-89.5% | $6,925-87.2% |