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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 | $80,226 | $124,425-35.5% | $112,040-28.4% | $137,256-41.6% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 14.92% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,181 | $3,411-36.1% | $2,954-26.2% | $4,156-47.5% |
| Participant deferral / active EE | $3,530 | $5,718-38.3% | $5,098-30.8% | $6,407-44.9% |
| Admin fee / account holder | $936 | $15,207-93.8% | $12,098-92.3% | $12,270-92.4% |