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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 | $83,011 | $111,814-25.8% | $103,378-19.7% | $145,978-43.1% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 9.41% | 24.80%-15.4pp | 24.91%-15.5pp | 550.52%-541.1pp |
| Employer contribution / active EE | $1,876 | $4,215-55.5% | $3,870-51.5% | $4,662-59.8% |
| Participant deferral / active EE | $2,043 | $5,618-63.6% | $5,058-59.6% | $6,690-69.5% |
| Admin fee / account holder | $2,564 | $9,764-73.7% | $8,401-69.5% | $13,400-80.9% |