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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 | $73,118 | $106,588-31.4% | $94,215-22.4% | $155,188-52.9% |
| Participation rate | 42.9% | 74.3%-31.4pp | 70.0%-27.1pp | 80.8%-37.9pp |
| Annual return | 7.91% | 29.39%-21.5pp | 28.22%-20.3pp | 148.84%-140.9pp |
| Employer contribution / active EE | $1,843 | $3,080-40.2% | $2,675-31.1% | $4,248-56.6% |
| Participant deferral / active EE | $2,979 | $4,802-38.0% | $4,276-30.3% | $6,531-54.4% |
| Admin fee / account holder | $1,077 | $12,281-91.2% | $10,216-89.5% | $14,480-92.6% |