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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 | $70,359 | $177,156-60.3% | $147,027-52.1% | $154,746-54.5% |
| Participation rate | 42.9% | 79.4%-36.5pp | 73.7%-30.9pp | 80.7%-37.8pp |
| Annual return | 17.91% | 21.94%-4.0pp | 20.23%-2.3pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,337 | $4,336-69.2% | $3,626-63.1% | $4,379-69.5% |
| Participant deferral / active EE | $2,124 | $5,797-63.4% | $4,933-56.9% | $6,730-68.4% |
| Admin fee / account holder | $3,011 | $14,904-79.8% | $12,223-75.4% | $14,365-79.0% |