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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 | $118,048 | $181,896-35.1% | $156,551-24.6% | $273,972-56.9% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 7.93% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,586 | $6,248-74.6% | $5,501-71.2% | $4,869-67.4% |
| Participant deferral / active EE | $3,549 | $5,550-36.1% | $4,871-27.1% | $5,287-32.9% |
| Admin fee / account holder | $1,075 | $15,560-93.1% | $13,028-91.7% | $10,133-89.4% |