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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 | $97,974 | $126,661-22.6% | $113,397-13.6% | $138,895-29.5% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.5%-33.6pp | 79.9%-37.1pp |
| Annual return | 14.94% | 25.05%-10.1pp | 23.20%-8.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,733 | $3,456-49.9% | $2,977-41.8% | $4,194-58.7% |
| Participant deferral / active EE | $2,336 | $5,693-59.0% | $5,076-54.0% | $6,396-63.5% |
| Admin fee / account holder | $550 | $14,549-96.2% | $11,957-95.4% | $12,562-95.6% |