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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 | $77,194 | $126,661-39.1% | $113,397-31.9% | $138,895-44.4% |
| Participation rate | 52.4% | 79.4%-27.1pp | 76.5%-24.1pp | 79.9%-27.5pp |
| Annual return | 13.72% | 25.05%-11.3pp | 23.20%-9.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,918 | $3,456-44.5% | $2,977-35.6% | $4,194-54.3% |
| Participant deferral / active EE | $3,484 | $5,693-38.8% | $5,076-31.4% | $6,396-45.5% |
| Admin fee / account holder | $3,103 | $14,549-78.7% | $11,957-74.1% | $12,562-75.3% |