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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 | $79,973 | $106,749-25.1% | $145,433-45.0% | $82,448-3.0% |
| Participation rate | 42.9% | 75.6%-32.8pp | 82.1%-39.3pp | 68.1%-25.2pp |
| Annual return | 15.24% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,198 | $3,444-65.2% | $4,554-73.7% | $2,551-53.0% |
| Participant deferral / active EE | $2,885 | $6,519-55.7% | $7,897-63.5% | $4,139-30.3% |
| Admin fee / account holder | $2,564 | $8,390-69.4% | $13,129-80.5% | $7,234-64.6% |