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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 | $106,455 | $126,661-16.0% | $113,397-6.1% | $138,895-23.4% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.5%-33.6pp | 79.9%-37.1pp |
| Annual return | 16.42% | 25.05%-8.6pp | 23.20%-6.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,257 | $3,456-63.6% | $2,977-57.8% | $4,194-70.0% |
| Participant deferral / active EE | $2,987 | $5,693-47.5% | $5,076-41.2% | $6,396-53.3% |
| Admin fee / account holder | $4,222 | $14,549-71.0% | $11,957-64.7% | $12,562-66.4% |