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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 | $94,636 | $185,312-48.9% | $161,489-41.4% | $154,746-38.8% |
| Participation rate | 26.7% | 82.5%-55.8pp | 78.7%-52.0pp | 80.7%-54.0pp |
| Annual return | 12.70% | 103.84%-91.1pp | 89.72%-77.0pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,072 | $4,769-77.5% | $4,268-74.9% | $4,379-75.5% |
| Participant deferral / active EE | $2,339 | $6,350-63.2% | $5,630-58.5% | $6,730-65.2% |
| Admin fee / account holder | $94,365 | $18,654+405.9% | $16,006+489.6% | $14,365+556.9% |