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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 | $79,003 | $181,896-56.6% | $156,551-49.5% | $273,972-71.2% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 5.56% | 30.74%-25.2pp | 32.23%-26.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,079 | $6,248-66.7% | $5,501-62.2% | $4,869-57.3% |
| Participant deferral / active EE | $3,026 | $5,550-45.5% | $4,871-37.9% | $5,287-42.8% |
| Admin fee / account holder | $5,236 | $15,560-66.4% | $13,028-59.8% | $10,133-48.3% |