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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 | $79,474 | $106,864-25.6% | $147,318-46.1% | $82,637-3.8% |
| Participation rate | 46.4% | 75.5%-29.1pp | 82.1%-35.6pp | 68.1%-21.6pp |
| Annual return | 15.70% | 27.49%-11.8pp | 70.43%-54.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,821 | $3,417-46.7% | $4,593-60.3% | $2,552-28.6% |
| Participant deferral / active EE | $3,048 | $6,496-53.1% | $7,906-61.4% | $4,126-26.1% |
| Admin fee / account holder | $523 | $8,415-93.8% | $13,708-96.2% | $7,339-92.9% |