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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 | $81,003 | $88,996-9.0% | $78,004+3.8% | $138,895-41.7% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.4%-29.4pp | 79.9%-39.9pp |
| Annual return | 17.97% | 28.03%-10.1pp | 31.07%-13.1pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,088 | $2,917-62.7% | $2,469-55.9% | $4,194-74.1% |
| Participant deferral / active EE | $3,322 | $4,724-29.7% | $4,092-18.8% | $6,396-48.1% |
| Admin fee / account holder | $2,855 | $8,807-67.6% | $7,578-62.3% | $12,562-77.3% |