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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 | $105,335 | $138,312-23.8% | $122,979-14.3% | $155,188-32.1% |
| Participation rate | 47.6% | 80.2%-32.6pp | 77.2%-29.6pp | 80.8%-33.2pp |
| Annual return | 14.26% | 22.06%-7.8pp | 20.12%-5.9pp | 148.84%-134.6pp |
| Employer contribution / active EE | $940 | $3,530-73.4% | $3,062-69.3% | $4,248-77.9% |
| Participant deferral / active EE | $2,746 | $5,592-50.9% | $5,003-45.1% | $6,531-57.9% |
| Admin fee / account holder | $9,485 | $15,089-37.1% | $12,864-26.3% | $14,480-34.5% |