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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 | $41,682 | $177,156-76.5% | $147,027-71.7% | $154,746-73.1% |
| Participation rate | 54.2% | 79.4%-25.2pp | 73.7%-19.6pp | 80.7%-26.5pp |
| Annual return | 15.47% | 21.94%-6.5pp | 20.23%-4.8pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,185 | $4,336-72.7% | $3,626-67.3% | $4,379-72.9% |
| Participant deferral / active EE | $1,824 | $5,797-68.5% | $4,933-63.0% | $6,730-72.9% |
| Admin fee / account holder | $7,143 | $14,904-52.1% | $12,223-41.6% | $14,365-50.3% |