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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 | $86,468 | $100,970-14.4% | $96,576-10.5% | $137,256-37.0% |
| Participation rate | 40.0% | 82.6%-42.6pp | 81.4%-41.4pp | 80.0%-40.0pp |
| Annual return | 16.78% | 38.16%-21.4pp | 38.47%-21.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,340 | $3,809-64.8% | $3,553-62.3% | $4,156-67.8% |
| Participant deferral / active EE | $4,971 | $8,286-40.0% | $7,956-37.5% | $6,407-22.4% |
| Admin fee / account holder | $5,120 | $11,312-54.7% | $11,381-55.0% | $12,270-58.3% |