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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 | $94,637 | $124,980-24.3% | $108,359-12.7% | $154,746-38.8% |
| Participation rate | 30.0% | 75.2%-45.2pp | 70.1%-40.1pp | 80.7%-50.7pp |
| Annual return | 10.81% | 45.00%-34.2pp | 36.89%-26.1pp | 172.34%-161.5pp |
| Employer contribution / active EE | $1,784 | $2,851-37.4% | $2,399-25.6% | $4,379-59.3% |
| Participant deferral / active EE | $2,764 | $4,743-41.7% | $4,137-33.2% | $6,730-58.9% |
| Admin fee / account holder | $1,373 | $11,502-88.1% | $9,741-85.9% | $14,365-90.4% |