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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 | $94,377 | $110,337-14.5% | $102,383-7.8% | $145,877-35.3% |
| Participation rate | 38.1% | 77.9%-39.8pp | 74.5%-36.4pp | 80.3%-42.2pp |
| Annual return | 9.30% | 24.83%-15.5pp | 24.94%-15.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $1,079 | $4,216-74.4% | $3,870-72.1% | $4,663-76.9% |
| Participant deferral / active EE | $2,528 | $5,621-55.0% | $5,060-50.0% | $6,691-62.2% |
| Admin fee / account holder | $5,049 | $9,750-48.2% | $8,391-39.8% | $13,402-62.3% |