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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 | $161,352-44.2% | $134,172-32.9% | $137,256-34.4% |
| Participation rate | 44.4% | 78.3%-33.8pp | 72.5%-28.0pp | 80.0%-35.5pp |
| Annual return | 20.23% | 28.72%-8.5pp | 25.30%-5.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,204 | $4,099-70.6% | $3,420-64.8% | $4,156-71.0% |
| Participant deferral / active EE | $3,067 | $5,552-44.8% | $4,690-34.6% | $6,407-52.1% |
| Admin fee / account holder | $378 | $15,028-97.5% | $12,016-96.9% | $12,270-96.9% |