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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 | $79,711 | $161,352-50.6% | $134,172-40.6% | $137,256-41.9% |
| Participation rate | 57.1% | 78.3%-21.1pp | 72.5%-15.3pp | 80.0%-22.8pp |
| Annual return | 11.23% | 28.72%-17.5pp | 25.30%-14.1pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,085 | $4,099-73.5% | $3,420-68.3% | $4,156-73.9% |
| Participant deferral / active EE | $2,094 | $5,552-62.3% | $4,690-55.4% | $6,407-67.3% |
| Admin fee / account holder | $7,632 | $15,028-49.2% | $12,016-36.5% | $12,270-37.8% |