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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 | $64,348 | $102,245-37.1% | $89,340-28.0% | $137,256-53.1% |
| Participation rate | 28.6% | 74.9%-46.3pp | 69.6%-41.0pp | 80.0%-51.4pp |
| Annual return | 16.16% | 21.89%-5.7pp | 20.57%-4.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,382 | $2,529-45.4% | $2,231-38.1% | $4,156-66.7% |
| Participant deferral / active EE | $3,341 | $4,436-24.7% | $3,823-12.6% | $6,407-47.8% |
| Admin fee / account holder | $12,526 | $8,085+54.9% | $6,704+86.9% | $12,270+2.1% |