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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 | $84,246 | $102,245-17.6% | $89,340-5.7% | $137,256-38.6% |
| Participation rate | 46.7% | 74.9%-28.2pp | 69.6%-22.9pp | 80.0%-33.3pp |
| Annual return | 11.31% | 21.89%-10.6pp | 20.57%-9.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,044 | $2,529-58.7% | $2,231-53.2% | $4,156-74.9% |
| Participant deferral / active EE | $2,911 | $4,436-34.4% | $3,823-23.9% | $6,407-54.6% |
| Admin fee / account holder | $451 | $8,085-94.4% | $6,704-93.3% | $12,270-96.3% |