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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 | $77,520 | $97,289-20.3% | $92,805-16.5% | $155,188-50.0% |
| Participation rate | 56.3% | 84.2%-27.9pp | 83.5%-27.3pp | 80.8%-24.6pp |
| Annual return | 17.30% | 29.03%-11.7pp | 31.59%-14.3pp | 148.84%-131.5pp |
| Employer contribution / active EE | $352 | $3,632-90.3% | $3,424-89.7% | $4,248-91.7% |
| Participant deferral / active EE | $4,165 | $8,795-52.6% | $8,448-50.7% | $6,531-36.2% |
| Admin fee / account holder | $23,980 | $12,015+99.6% | $10,911+119.8% | $14,480+65.6% |