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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 | $107,733-28.1% | $92,985-16.7% | $154,746-49.9% |
| Participation rate | 45.8% | 74.6%-28.7pp | 69.5%-23.7pp | 80.7%-34.9pp |
| Annual return | 13.32% | 30.39%-17.1pp | 27.99%-14.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,173 | $3,126-62.5% | $2,662-55.9% | $4,379-73.2% |
| Participant deferral / active EE | $1,944 | $5,053-61.5% | $4,377-55.6% | $6,730-71.1% |
| Admin fee / account holder | $10,871 | $11,369-4.4% | $9,463+14.9% | $14,365-24.3% |