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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 | $122,292 | $215,361-43.2% | $171,082-28.5% | $273,972-55.4% |
| Participation rate | 44.4% | 82.0%-37.6pp | 76.7%-32.3pp | 83.0%-38.6pp |
| Annual return | 5.06% | 25.14%-20.1pp | 32.56%-27.5pp | 41.46%-36.4pp |
| Employer contribution / active EE | $830 | $4,967-83.3% | $4,002-79.3% | $4,869-82.9% |
| Participant deferral / active EE | $2,081 | $5,543-62.5% | $4,797-56.6% | $5,287-60.6% |
| Admin fee / account holder | $10,985 | $10,846+1.3% | $8,520+28.9% | $10,133+8.4% |