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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 | $83,693 | $199,109-58.0% | $173,730-51.8% | $154,746-45.9% |
| Participation rate | 28.6% | 82.8%-54.2pp | 79.6%-51.0pp | 80.7%-52.1pp |
| Annual return | 17.96% | 20.02%-2.1pp | 19.96%-2.0pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,439 | $5,311-72.9% | $4,577-68.6% | $4,379-67.1% |
| Participant deferral / active EE | $4,284 | $7,113-39.8% | $6,326-32.3% | $6,730-36.3% |
| Admin fee / account holder | $2,919 | $20,916-86.0% | $17,523-83.3% | $14,365-79.7% |