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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 | $115,425 | $132,820-13.1% | $342,983-66.3% | $132,820-13.1% |
| Participation rate | 65.4% | 74.3%-8.9pp | 88.2%-22.8pp | 74.3%-8.9pp |
| Annual return | 12.37% | 14.82%-2.4pp | -2.60%+15.0pp | 14.82%-2.4pp |
| Employer contribution / active EE | $1,538 | $4,144-62.9% | $7,825-80.3% | $4,144-62.9% |
| Participant deferral / active EE | $2,830 | $3,980-28.9% | $6,109-53.7% | $3,980-28.9% |
| Admin fee / account holder | $818 | $11,722-93.0% | $22,391-96.3% | $11,722-93.0% |