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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 | $136,860-41.4% | $120,344-33.3% | $154,746-48.2% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.7%-36.7pp | 80.7%-40.7pp |
| Annual return | 14.92% | 21.38%-6.5pp | 20.30%-5.4pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,181 | $3,533-38.3% | $3,020-27.8% | $4,379-50.2% |
| Participant deferral / active EE | $3,530 | $5,793-39.1% | $5,135-31.3% | $6,730-47.6% |
| Admin fee / account holder | $936 | $15,393-93.9% | $12,742-92.7% | $14,365-93.5% |