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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 | $106,588-27.3% | $94,215-17.8% | $155,188-50.1% |
| Participation rate | 45.8% | 74.3%-28.4pp | 70.0%-24.1pp | 80.8%-35.0pp |
| Annual return | 13.32% | 29.39%-16.1pp | 28.22%-14.9pp | 148.84%-135.5pp |
| Employer contribution / active EE | $1,173 | $3,080-61.9% | $2,675-56.2% | $4,248-72.4% |
| Participant deferral / active EE | $1,944 | $4,802-59.5% | $4,276-54.5% | $6,531-70.2% |
| Admin fee / account holder | $10,871 | $12,281-11.5% | $10,216+6.4% | $14,480-24.9% |