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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 | $85,227 | $112,729-24.4% | $98,716-13.7% | $137,256-37.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 17.80% | 38.48%-20.7pp | 31.81%-14.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,667 | $2,725-38.8% | $2,279-26.9% | $4,156-59.9% |
| Participant deferral / active EE | $4,584 | $4,640-1.2% | $4,048+13.2% | $6,407-28.5% |
| Admin fee / account holder | $2,558 | $10,129-74.7% | $8,703-70.6% | $12,270-79.2% |