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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 | $92,396 | $151,427-39.0% | $112,860-18.1% | $154,746-40.3% |
| Participation rate | 36.8% | 69.1%-32.3pp | 66.3%-29.5pp | 80.7%-43.9pp |
| Annual return | 11.56% | 30.95%-19.4pp | 35.26%-23.7pp | 172.34%-160.8pp |
| Employer contribution / active EE | $1,249 | $2,750-54.6% | $2,206-43.4% | $4,379-71.5% |
| Participant deferral / active EE | $2,101 | $4,285-51.0% | $3,493-39.8% | $6,730-68.8% |
| Admin fee / account holder | $2,129 | $7,369-71.1% | $6,841-68.9% | $14,365-85.2% |