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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 | $124,425-35.8% | $112,040-28.7% | $137,256-41.8% |
| Participation rate | 27.3% | 79.3%-52.0pp | 76.5%-49.2pp | 80.0%-52.7pp |
| Annual return | 16.77% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,188 | $3,411-65.2% | $2,954-59.8% | $4,156-71.4% |
| Participant deferral / active EE | $2,224 | $5,718-61.1% | $5,098-56.4% | $6,407-65.3% |
| Admin fee / account holder | $383 | $15,207-97.5% | $12,098-96.8% | $12,270-96.9% |