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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 | $89,689 | $112,729-20.4% | $98,716-9.1% | $137,256-34.7% |
| Participation rate | 47.4% | 74.2%-26.9pp | 69.3%-21.9pp | 80.0%-32.6pp |
| Annual return | 20.26% | 38.48%-18.2pp | 31.81%-11.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,228 | $2,725-55.0% | $2,279-46.1% | $4,156-70.5% |
| Participant deferral / active EE | $4,087 | $4,640-11.9% | $4,048+1.0% | $6,407-36.2% |
| Admin fee / account holder | $932 | $10,129-90.8% | $8,703-89.3% | $12,270-92.4% |