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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 | $90,657 | $184,014-50.7% | $161,149-43.7% | $138,895-34.7% |
| Participation rate | 52.6% | 82.1%-29.4pp | 78.8%-26.2pp | 79.9%-27.3pp |
| Annual return | 14.25% | 21.52%-7.3pp | 21.16%-6.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,470 | $5,055-70.9% | $4,360-66.3% | $4,194-65.0% |
| Participant deferral / active EE | $3,384 | $6,909-51.0% | $6,153-45.0% | $6,396-47.1% |
| Admin fee / account holder | $1,376 | $18,027-92.4% | $15,194-90.9% | $12,562-89.0% |