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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 | $91,332 | $124,425-26.6% | $112,040-18.5% | $137,256-33.5% |
| Participation rate | 46.7% | 79.3%-32.6pp | 76.5%-29.8pp | 80.0%-33.3pp |
| Annual return | 21.07% | 24.72%-3.7pp | 24.52%-3.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $819 | $3,411-76.0% | $2,954-72.3% | $4,156-80.3% |
| Participant deferral / active EE | $2,639 | $5,718-53.8% | $5,098-48.2% | $6,407-58.8% |
| Admin fee / account holder | $18,076 | $15,207+18.9% | $12,098+49.4% | $12,270+47.3% |