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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 | $93,099 | $199,109-53.2% | $173,730-46.4% | $154,746-39.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 17.19% | 20.02%-2.8pp | 19.96%-2.8pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,403 | $5,311-73.6% | $4,577-69.3% | $4,379-68.0% |
| Participant deferral / active EE | $3,342 | $7,113-53.0% | $6,326-47.2% | $6,730-50.4% |
| Admin fee / account holder | $460 | $20,916-97.8% | $17,523-97.4% | $14,365-96.8% |