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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 | $96,768 | $162,967-40.6% | $135,792-28.7% | $138,895-30.3% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.6%-22.6pp | 79.9%-29.9pp |
| Annual return | 23.20% | 30.08%-6.9pp | 25.96%-2.8pp | 145.39%-122.2pp |
| Employer contribution / active EE | $1,087 | $4,211-74.2% | $3,496-68.9% | $4,194-74.1% |
| Participant deferral / active EE | $1,710 | $5,640-69.7% | $4,759-64.1% | $6,396-73.3% |
| Admin fee / account holder | $3,185 | $15,306-79.2% | $12,266-74.0% | $12,562-74.6% |