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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 | $282,059-73.7% | $213,469-65.2% | $154,746-52.0% |
| Participation rate | 42.9% | 82.7%-39.8pp | 77.1%-34.3pp | 80.7%-37.8pp |
| Annual return | 10.08% | 20.90%-10.8pp | 20.58%-10.5pp | 172.34%-162.3pp |
| Employer contribution / active EE | $1,917 | $6,189-69.0% | $4,994-61.6% | $4,379-56.2% |
| Participant deferral / active EE | $4,124 | $8,186-49.6% | $6,841-39.7% | $6,730-38.7% |
| Admin fee / account holder | $7,736 | $37,435-79.3% | $27,141-71.5% | $14,365-46.1% |