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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 | $99,749 | $151,427-34.1% | $112,860-11.6% | $154,746-35.5% |
| Participation rate | 52.9% | 69.1%-16.2pp | 66.3%-13.4pp | 80.7%-27.8pp |
| Annual return | 14.15% | 30.95%-16.8pp | 35.26%-21.1pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,137 | $2,750-58.7% | $2,206-48.5% | $4,379-74.0% |
| Participant deferral / active EE | $3,299 | $4,285-23.0% | $3,493-5.6% | $6,730-51.0% |
| Admin fee / account holder | $5,054 | $7,369-31.4% | $6,841-26.1% | $14,365-64.8% |