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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 | $86,791 | $110,248-21.3% | $95,728-9.3% | $139,456-37.8% |
| Participation rate | 45.5% | 75.7%-30.3pp | 72.3%-26.8pp | 80.3%-34.9pp |
| Annual return | 16.19% | 27.16%-11.0pp | 28.40%-12.2pp | 373.45%-357.3pp |
| Employer contribution / active EE | $1,539 | $3,258-52.8% | $2,835-45.7% | $4,753-67.6% |
| Participant deferral / active EE | $4,384 | $4,675-6.2% | $4,245+3.3% | $6,711-34.7% |
| Admin fee / account holder | $1,204 | $6,607-81.8% | $5,673-78.8% | $11,407-89.4% |