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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 | $95,265 | $139,948-31.9% | $121,663-21.7% | $154,746-38.4% |
| Participation rate | 54.5% | 78.0%-23.5pp | 74.5%-19.9pp | 80.7%-26.2pp |
| Annual return | 20.14% | 230.52%-210.4pp | 147.54%-127.4pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,586 | $3,521-55.0% | $3,020-47.5% | $4,379-63.8% |
| Participant deferral / active EE | $3,710 | $5,629-34.1% | $4,887-24.1% | $6,730-44.9% |
| Admin fee / account holder | $1,216 | $17,321-93.0% | $14,289-91.5% | $14,365-91.5% |