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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 | $80,950 | $107,733-24.9% | $92,985-12.9% | $154,746-47.7% |
| Participation rate | 41.2% | 74.6%-33.4pp | 69.5%-28.3pp | 80.7%-39.5pp |
| Annual return | 12.14% | 30.39%-18.3pp | 27.99%-15.9pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,273 | $3,126-59.3% | $2,662-52.2% | $4,379-70.9% |
| Participant deferral / active EE | $3,832 | $5,053-24.2% | $4,377-12.5% | $6,730-43.1% |
| Admin fee / account holder | $12,123 | $11,369+6.6% | $9,463+28.1% | $14,365-15.6% |