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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 | $96,405 | $181,896-47.0% | $156,551-38.4% | $273,972-64.8% |
| Participation rate | 63.2% | 88.4%-25.2pp | 84.0%-20.9pp | 83.0%-19.9pp |
| Annual return | 7.82% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,725 | $6,248-72.4% | $5,501-68.6% | $4,869-64.6% |
| Participant deferral / active EE | $3,031 | $5,550-45.4% | $4,871-37.8% | $5,287-42.7% |
| Admin fee / account holder | $18,361 | $15,560+18.0% | $13,028+40.9% | $10,133+81.2% |