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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 | $58,176 | $124,425-53.2% | $112,040-48.1% | $137,256-57.6% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 16.17% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,347 | $3,411-60.5% | $2,954-54.4% | $4,156-67.6% |
| Participant deferral / active EE | $2,694 | $5,718-52.9% | $5,098-47.2% | $6,407-58.0% |
| Admin fee / account holder | $14,217 | $15,207-6.5% | $12,098+17.5% | $12,270+15.9% |