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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 | $136,860-28.4% | $120,344-18.6% | $154,746-36.7% |
| Participation rate | 42.9% | 79.9%-37.0pp | 76.7%-33.9pp | 80.7%-37.8pp |
| Annual return | 14.94% | 21.38%-6.4pp | 20.30%-5.4pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,733 | $3,533-51.0% | $3,020-42.6% | $4,379-60.4% |
| Participant deferral / active EE | $2,336 | $5,793-59.7% | $5,135-54.5% | $6,730-65.3% |
| Admin fee / account holder | $550 | $15,393-96.4% | $12,742-95.7% | $14,365-96.2% |