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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 | $81,312 | $100,970-19.5% | $96,576-15.8% | $137,256-40.8% |
| Participation rate | 42.9% | 82.6%-39.8pp | 81.4%-38.6pp | 80.0%-37.1pp |
| Annual return | 25.12% | 38.16%-13.0pp | 38.47%-13.4pp | 220.34%-195.2pp |
| Employer contribution / active EE | $1,281 | $3,809-66.4% | $3,553-63.9% | $4,156-69.2% |
| Participant deferral / active EE | $4,543 | $8,286-45.2% | $7,956-42.9% | $6,407-29.1% |
| Admin fee / account holder | $308 | $11,312-97.3% | $11,381-97.3% | $12,270-97.5% |