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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 | $185,141-38.4% | $153,416-25.7% | $155,188-26.5% |
| Participation rate | 52.6% | 79.9%-27.3pp | 74.3%-21.7pp | 80.8%-28.2pp |
| Annual return | 10.12% | 18.72%-8.6pp | 17.84%-7.7pp | 148.84%-138.7pp |
| Employer contribution / active EE | $1,871 | $4,489-58.3% | $3,764-50.3% | $4,248-56.0% |
| Participant deferral / active EE | $3,220 | $5,477-41.2% | $4,723-31.8% | $6,531-50.7% |
| Admin fee / account holder | $2,646 | $16,005-83.5% | $13,095-79.8% | $14,480-81.7% |