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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 | $90,400 | $147,556-38.7% | $129,031-29.9% | $198,609-54.5% |
| Participation rate | 47.1% | 77.2%-30.2pp | 73.4%-26.3pp | 82.4%-35.3pp |
| Annual return | 10.34% | 37.41%-27.1pp | 34.67%-24.3pp | 202.70%-192.4pp |
| Employer contribution / active EE | $1,145 | $3,645-68.6% | $3,226-64.5% | $5,055-77.3% |
| Participant deferral / active EE | $2,615 | $5,760-54.6% | $5,217-49.9% | $6,977-62.5% |
| Admin fee / account holder | $2,702 | $15,467-82.5% | $13,208-79.5% | $19,030-85.8% |