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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 | $86,629 | $118,496-26.9% | $98,461-12.0% | $139,466-37.9% |
| Participation rate | 31.6% | 77.5%-45.9pp | 75.2%-43.6pp | 80.3%-48.8pp |
| Annual return | 14.75% | 18.96%-4.2pp | 21.17%-6.4pp | 373.66%-358.9pp |
| Employer contribution / active EE | $1,156 | $3,611-68.0% | $3,049-62.1% | $4,754-75.7% |
| Participant deferral / active EE | $1,513 | $5,393-71.9% | $4,738-68.1% | $6,712-77.5% |
| Admin fee / account holder | $1,193 | $14,056-91.5% | $8,961-86.7% | $11,409-89.5% |