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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 | $124,425-27.8% | $112,040-19.8% | $137,256-34.6% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 15.12% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,309 | $3,411-32.3% | $2,954-21.8% | $4,156-44.4% |
| Participant deferral / active EE | $3,892 | $5,718-31.9% | $5,098-23.7% | $6,407-39.3% |
| Admin fee / account holder | $12,089 | $15,207-20.5% | $12,098-0.1% | $12,270-1.5% |