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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 | $85,572 | $100,970-15.2% | $96,576-11.4% | $137,256-37.7% |
| Participation rate | 38.5% | 82.6%-44.2pp | 81.4%-43.0pp | 80.0%-41.5pp |
| Annual return | 21.08% | 38.16%-17.1pp | 38.47%-17.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,368 | $3,809-64.1% | $3,553-61.5% | $4,156-67.1% |
| Participant deferral / active EE | $3,672 | $8,286-55.7% | $7,956-53.8% | $6,407-42.7% |
| Admin fee / account holder | $320 | $11,312-97.2% | $11,381-97.2% | $12,270-97.4% |