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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 | $74,212 | $315,200-76.5% | $238,191-68.8% | $155,188-52.2% |
| Participation rate | 42.9% | 82.6%-39.7pp | 77.1%-34.2pp | 80.8%-37.9pp |
| Annual return | 10.08% | 10.25%-0.2pp | 13.02%-2.9pp | 148.84%-138.8pp |
| Employer contribution / active EE | $1,917 | $6,383-70.0% | $5,082-62.3% | $4,248-54.9% |
| Participant deferral / active EE | $4,124 | $8,044-48.7% | $6,726-38.7% | $6,531-36.9% |
| Admin fee / account holder | $7,736 | $48,031-83.9% | $34,582-77.6% | $14,480-46.6% |