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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 | $96,089 | $126,661-24.1% | $113,397-15.3% | $138,895-30.8% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.5%-22.0pp | 79.9%-25.4pp |
| Annual return | 19.19% | 25.05%-5.9pp | 23.20%-4.0pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,532 | $3,456-55.7% | $2,977-48.6% | $4,194-63.5% |
| Participant deferral / active EE | $4,945 | $5,693-13.1% | $5,076-2.6% | $6,396-22.7% |
| Admin fee / account holder | $4,109 | $14,549-71.8% | $11,957-65.6% | $12,562-67.3% |