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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 | $90,056 | $162,967-44.7% | $135,792-33.7% | $138,895-35.2% |
| Participation rate | 44.4% | 78.3%-33.9pp | 72.6%-28.1pp | 79.9%-35.5pp |
| Annual return | 20.23% | 30.08%-9.9pp | 25.96%-5.7pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,204 | $4,211-71.4% | $3,496-65.6% | $4,194-71.3% |
| Participant deferral / active EE | $3,067 | $5,640-45.6% | $4,759-35.6% | $6,396-52.0% |
| Admin fee / account holder | $378 | $15,306-97.5% | $12,266-96.9% | $12,562-97.0% |