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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 | $107,733-24.8% | $92,985-12.9% | $154,746-47.7% |
| Participation rate | 40.0% | 74.6%-34.6pp | 69.5%-29.5pp | 80.7%-40.7pp |
| Annual return | 17.97% | 30.39%-12.4pp | 27.99%-10.0pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,088 | $3,126-65.2% | $2,662-59.1% | $4,379-75.2% |
| Participant deferral / active EE | $3,322 | $5,053-34.3% | $4,377-24.1% | $6,730-50.6% |
| Admin fee / account holder | $2,855 | $11,369-74.9% | $9,463-69.8% | $14,365-80.1% |