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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 | $138,978 | $199,109-30.2% | $173,730-20.0% | $154,746-10.2% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.6%-46.2pp | 80.7%-47.4pp |
| Annual return | 11.48% | 20.02%-8.5pp | 19.96%-8.5pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,605 | $5,311-69.8% | $4,577-64.9% | $4,379-63.4% |
| Participant deferral / active EE | $2,911 | $7,113-59.1% | $6,326-54.0% | $6,730-56.7% |
| Admin fee / account holder | $6,234 | $20,916-70.2% | $17,523-64.4% | $14,365-56.6% |