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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 | $87,098 | $177,595-51.0% | $148,496-41.3% | $198,609-56.1% |
| Participation rate | 42.9% | 79.3%-36.4pp | 76.0%-33.2pp | 82.4%-39.5pp |
| Annual return | 20.52% | 9.97%+10.6pp | 12.33%+8.2pp | 202.70%-182.2pp |
| Employer contribution / active EE | $2,397 | $4,098-41.5% | $3,497-31.5% | $5,055-52.6% |
| Participant deferral / active EE | $7,045 | $5,539+27.2% | $4,808+46.5% | $6,977+1.0% |
| Admin fee / account holder | $1,376 | $27,010-94.9% | $19,547-93.0% | $19,030-92.8% |