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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 | $89,341 | $111,814-20.1% | $103,378-13.6% | $145,978-38.8% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 14.33% | 24.80%-10.5pp | 24.91%-10.6pp | 550.52%-536.2pp |
| Employer contribution / active EE | $1,517 | $4,215-64.0% | $3,870-60.8% | $4,662-67.5% |
| Participant deferral / active EE | $3,517 | $5,618-37.4% | $5,058-30.5% | $6,690-47.4% |
| Admin fee / account holder | $6,304 | $9,764-35.4% | $8,401-25.0% | $13,400-53.0% |