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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 | $124,425-35.5% | $112,040-28.4% | $137,256-41.6% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 14.99% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,803 | $3,411-47.1% | $2,954-38.9% | $4,156-56.6% |
| Participant deferral / active EE | $3,923 | $5,718-31.4% | $5,098-23.0% | $6,407-38.8% |
| Admin fee / account holder | $3,620 | $15,207-76.2% | $12,098-70.1% | $12,270-70.5% |