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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 | $161,352-29.3% | $134,172-15.0% | $137,256-16.9% |
| Participation rate | 52.6% | 78.3%-25.7pp | 72.5%-19.8pp | 80.0%-27.3pp |
| Annual return | 10.12% | 28.72%-18.6pp | 25.30%-15.2pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,871 | $4,099-54.4% | $3,420-45.3% | $4,156-55.0% |
| Participant deferral / active EE | $3,220 | $5,552-42.0% | $4,690-31.3% | $6,407-49.7% |
| Admin fee / account holder | $2,646 | $15,028-82.4% | $12,016-78.0% | $12,270-78.4% |