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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 | $95,335 | $116,462-18.1% | $455,481-79.1% | $116,462-18.1% |
| Participation rate | 45.7% | 74.7%-29.0pp | 71.0%-25.3pp | 74.7%-29.0pp |
| Annual return | 16.20% | 15.65%+0.5pp | -2.82%+19.0pp | 15.65%+0.5pp |
| Employer contribution / active EE | $1,303 | $3,231-59.7% | $5,016-74.0% | $3,231-59.7% |
| Participant deferral / active EE | $2,289 | $3,836-40.3% | $3,583-36.1% | $3,836-40.3% |
| Admin fee / account holder | $1,567 | $12,754-87.7% | $17,461-91.0% | $12,754-87.7% |