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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 | $91,430 | $124,980-26.8% | $108,359-15.6% | $154,746-40.9% |
| Participation rate | 57.1% | 75.2%-18.0pp | 70.1%-13.0pp | 80.7%-23.6pp |
| Annual return | 20.86% | 45.00%-24.1pp | 36.89%-16.0pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,358 | $2,851-52.4% | $2,399-43.4% | $4,379-69.0% |
| Participant deferral / active EE | $3,644 | $4,743-23.2% | $4,137-11.9% | $6,730-45.9% |
| Admin fee / account holder | $1,080 | $11,502-90.6% | $9,741-88.9% | $14,365-92.5% |