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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 | $89,822 | $136,860-34.4% | $120,344-25.4% | $154,746-42.0% |
| Participation rate | 33.3% | 79.9%-46.6pp | 76.7%-43.4pp | 80.7%-47.4pp |
| Annual return | 15.12% | 21.38%-6.3pp | 20.30%-5.2pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,309 | $3,533-34.6% | $3,020-23.5% | $4,379-47.3% |
| Participant deferral / active EE | $3,892 | $5,793-32.8% | $5,135-24.2% | $6,730-42.2% |
| Admin fee / account holder | $12,089 | $15,393-21.5% | $12,742-5.1% | $14,365-15.8% |