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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 | $92,720 | $139,948-33.7% | $121,663-23.8% | $154,746-40.1% |
| Participation rate | 38.5% | 78.0%-39.5pp | 74.5%-36.0pp | 80.7%-42.2pp |
| Annual return | 20.41% | 230.52%-210.1pp | 147.54%-127.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,263 | $3,521-64.1% | $3,020-58.2% | $4,379-71.2% |
| Participant deferral / active EE | $2,560 | $5,629-54.5% | $4,887-47.6% | $6,730-62.0% |
| Admin fee / account holder | $2,509 | $17,321-85.5% | $14,289-82.4% | $14,365-82.5% |