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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 | $177,156-35.6% | $147,027-22.4% | $154,746-26.3% |
| Participation rate | 52.6% | 79.4%-26.7pp | 73.7%-21.1pp | 80.7%-28.1pp |
| Annual return | 10.12% | 21.94%-11.8pp | 20.23%-10.1pp | 172.34%-162.2pp |
| Employer contribution / active EE | $1,871 | $4,336-56.9% | $3,626-48.4% | $4,379-57.3% |
| Participant deferral / active EE | $3,220 | $5,797-44.4% | $4,933-34.7% | $6,730-52.2% |
| Admin fee / account holder | $2,646 | $14,904-82.2% | $12,223-78.3% | $14,365-81.6% |