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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 | $114,065 | $162,967-30.0% | $135,792-16.0% | $138,895-17.9% |
| Participation rate | 52.6% | 78.3%-25.7pp | 72.6%-20.0pp | 79.9%-27.3pp |
| Annual return | 10.12% | 30.08%-20.0pp | 25.96%-15.8pp | 145.39%-135.3pp |
| Employer contribution / active EE | $1,871 | $4,211-55.6% | $3,496-46.5% | $4,194-55.4% |
| Participant deferral / active EE | $3,220 | $5,640-42.9% | $4,759-32.3% | $6,396-49.7% |
| Admin fee / account holder | $2,646 | $15,306-82.7% | $12,266-78.4% | $12,562-78.9% |