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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 | $79,852 | $138,312-42.3% | $122,979-35.1% | $155,188-48.5% |
| Participation rate | 27.3% | 80.2%-52.9pp | 77.2%-49.9pp | 80.8%-53.5pp |
| Annual return | 16.77% | 22.06%-5.3pp | 20.12%-3.3pp | 148.84%-132.1pp |
| Employer contribution / active EE | $1,188 | $3,530-66.3% | $3,062-61.2% | $4,248-72.0% |
| Participant deferral / active EE | $2,224 | $5,592-60.2% | $5,003-55.6% | $6,531-66.0% |
| Admin fee / account holder | $383 | $15,089-97.5% | $12,864-97.0% | $14,480-97.4% |