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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 | $92,221 | $127,387-27.6% | $115,038-19.8% | $125,389-26.5% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | 0.41% | 31.28%-30.9pp | 26.14%-25.7pp | 282.24%-281.8pp |
| Employer contribution / active EE | $1,146 | $5,166-77.8% | $4,608-75.1% | $4,866-76.4% |
| Participant deferral / active EE | $3,214 | $6,423-50.0% | $6,026-46.7% | $5,352-39.9% |
| Admin fee / account holder | $6,086 | $9,516-36.0% | $8,175-25.6% | $9,541-36.2% |