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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 | $93,660 | $112,729-16.9% | $98,716-5.1% | $137,256-31.8% |
| Participation rate | 46.2% | 74.2%-28.1pp | 69.3%-23.1pp | 80.0%-33.8pp |
| Annual return | 15.43% | 38.48%-23.1pp | 31.81%-16.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,426 | $2,725-47.7% | $2,279-37.4% | $4,156-65.7% |
| Participant deferral / active EE | $1,426 | $4,640-69.3% | $4,048-64.8% | $6,407-77.7% |
| Admin fee / account holder | $8,440 | $10,129-16.7% | $8,703-3.0% | $12,270-31.2% |