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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 | $38,090 | $106,588-64.3% | $94,215-59.6% | $155,188-75.5% |
| Participation rate | 58.3% | 74.3%-15.9pp | 70.0%-11.6pp | 80.8%-22.5pp |
| Annual return | 12.20% | 29.39%-17.2pp | 28.22%-16.0pp | 148.84%-136.6pp |
| Employer contribution / active EE | $1,324 | $3,080-57.0% | $2,675-50.5% | $4,248-68.8% |
| Participant deferral / active EE | $2,680 | $4,802-44.2% | $4,276-37.3% | $6,531-59.0% |
| Admin fee / account holder | $13,881 | $12,281+13.0% | $10,216+35.9% | $14,480-4.1% |