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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 | $81,459 | $124,425-34.5% | $112,040-27.3% | $137,256-40.7% |
| Participation rate | 37.5% | 79.3%-41.8pp | 76.5%-39.0pp | 80.0%-42.5pp |
| Annual return | 16.38% | 24.72%-8.3pp | 24.52%-8.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,080 | $3,411-68.3% | $2,954-63.4% | $4,156-74.0% |
| Participant deferral / active EE | $4,588 | $5,718-19.8% | $5,098-10.0% | $6,407-28.4% |
| Admin fee / account holder | $8,131 | $15,207-46.5% | $12,098-32.8% | $12,270-33.7% |