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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 | $104,062 | $139,948-25.6% | $121,663-14.5% | $154,746-32.8% |
| Participation rate | 27.3% | 78.0%-50.7pp | 74.5%-47.2pp | 80.7%-53.4pp |
| Annual return | 13.84% | 230.52%-216.7pp | 147.54%-133.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,222 | $3,521-65.3% | $3,020-59.6% | $4,379-72.1% |
| Participant deferral / active EE | $3,134 | $5,629-44.3% | $4,887-35.9% | $6,730-53.4% |
| Admin fee / account holder | $11,187 | $17,321-35.4% | $14,289-21.7% | $14,365-22.1% |