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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 | $77,481 | $123,000-37.0% | $105,582-26.6% | $198,609-61.0% |
| Participation rate | 45.8% | 76.8%-30.9pp | 71.8%-25.9pp | 82.4%-36.5pp |
| Annual return | 13.32% | 18.31%-5.0pp | 18.61%-5.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $1,173 | $3,582-67.3% | $2,984-60.7% | $5,055-76.8% |
| Participant deferral / active EE | $1,944 | $5,013-61.2% | $4,353-55.3% | $6,977-72.1% |
| Admin fee / account holder | $10,871 | $16,254-33.1% | $12,856-15.4% | $19,030-42.9% |