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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 | $91,478 | $199,109-54.1% | $173,730-47.3% | $154,746-40.9% |
| Participation rate | 41.2% | 82.8%-41.6pp | 79.6%-38.4pp | 80.7%-39.5pp |
| Annual return | 18.03% | 20.02%-2.0pp | 19.96%-1.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,666 | $5,311-68.6% | $4,577-63.6% | $4,379-62.0% |
| Participant deferral / active EE | $4,326 | $7,113-39.2% | $6,326-31.6% | $6,730-35.7% |
| Admin fee / account holder | $7,688 | $20,916-63.2% | $17,523-56.1% | $14,365-46.5% |