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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 | $93,218 | $111,814-16.6% | $103,378-9.8% | $145,978-36.1% |
| Participation rate | 41.2% | 77.9%-36.8pp | 74.5%-33.3pp | 80.3%-39.1pp |
| Annual return | 9.82% | 24.80%-15.0pp | 24.91%-15.1pp | 550.52%-540.7pp |
| Employer contribution / active EE | $1,175 | $4,215-72.1% | $3,870-69.6% | $4,662-74.8% |
| Participant deferral / active EE | $3,766 | $5,618-33.0% | $5,058-25.5% | $6,690-43.7% |
| Admin fee / account holder | $18,683 | $9,764+91.3% | $8,401+122.4% | $13,400+39.4% |