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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 | $87,264 | $199,109-56.2% | $173,730-49.8% | $154,746-43.6% |
| Participation rate | 36.4% | 82.8%-46.4pp | 79.6%-43.2pp | 80.7%-44.3pp |
| Annual return | 15.47% | 20.02%-4.5pp | 19.96%-4.5pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,969 | $5,311-62.9% | $4,577-57.0% | $4,379-55.0% |
| Participant deferral / active EE | $3,479 | $7,113-51.1% | $6,326-45.0% | $6,730-48.3% |
| Admin fee / account holder | $3,402 | $20,916-83.7% | $17,523-80.6% | $14,365-76.3% |