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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 | $96,174 | $123,155-21.9% | $108,753-11.6% | $155,188-38.0% |
| Participation rate | 40.0% | 75.6%-35.6pp | 71.1%-31.1pp | 80.8%-40.8pp |
| Annual return | 9.88% | 44.73%-34.9pp | 37.47%-27.6pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,362 | $2,811-51.6% | $2,427-43.9% | $4,248-67.9% |
| Participant deferral / active EE | $4,242 | $4,623-8.3% | $4,115+3.1% | $6,531-35.1% |
| Admin fee / account holder | $487 | $12,126-96.0% | $10,320-95.3% | $14,480-96.6% |