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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 | $80,200 | $126,661-36.7% | $113,397-29.3% | $138,895-42.3% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.5%-43.2pp | 79.9%-46.6pp |
| Annual return | 14.99% | 25.05%-10.1pp | 23.20%-8.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,803 | $3,456-47.8% | $2,977-39.4% | $4,194-57.0% |
| Participant deferral / active EE | $3,923 | $5,693-31.1% | $5,076-22.7% | $6,396-38.7% |
| Admin fee / account holder | $3,620 | $14,549-75.1% | $11,957-69.7% | $12,562-71.2% |