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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 | $107,264 | $139,948-23.4% | $121,663-11.8% | $154,746-30.7% |
| Participation rate | 46.7% | 78.0%-31.3pp | 74.5%-27.8pp | 80.7%-34.0pp |
| Annual return | 13.61% | 230.52%-216.9pp | 147.54%-133.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,436 | $3,521-59.2% | $3,020-52.5% | $4,379-67.2% |
| Participant deferral / active EE | $1,960 | $5,629-65.2% | $4,887-59.9% | $6,730-70.9% |
| Admin fee / account holder | $2,060 | $17,321-88.1% | $14,289-85.6% | $14,365-85.7% |