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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 | $76,765 | $174,018-55.9% | $136,833-43.9% | $198,609-61.3% |
| Participation rate | 41.2% | 65.1%-24.0pp | 59.0%-17.8pp | 82.4%-41.2pp |
| Annual return | 8.30% | 35.16%-26.9pp | 35.32%-27.0pp | 202.70%-194.4pp |
| Employer contribution / active EE | $1,348 | $1,571-14.2% | $1,319+2.3% | $5,055-73.3% |
| Participant deferral / active EE | $3,418 | $2,873+19.0% | $2,441+40.0% | $6,977-51.0% |
| Admin fee / account holder | $12,970 | $5,434+138.7% | $4,706+175.6% | $19,030-31.8% |