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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 | $162,967-51.1% | $135,792-41.3% | $138,895-42.6% |
| Participation rate | 57.1% | 78.3%-21.2pp | 72.6%-15.4pp | 79.9%-22.8pp |
| Annual return | 11.23% | 30.08%-18.8pp | 25.96%-14.7pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,085 | $4,211-74.2% | $3,496-69.0% | $4,194-74.1% |
| Participant deferral / active EE | $2,094 | $5,640-62.9% | $4,759-56.0% | $6,396-67.3% |
| Admin fee / account holder | $7,632 | $15,306-50.1% | $12,266-37.8% | $12,562-39.2% |