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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 | $80,071 | $124,980-35.9% | $108,359-26.1% | $154,746-48.3% |
| Participation rate | 41.7% | 75.2%-33.5pp | 70.1%-28.5pp | 80.7%-39.0pp |
| Annual return | 14.65% | 45.00%-30.3pp | 36.89%-22.2pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,724 | $2,851-39.5% | $2,399-28.2% | $4,379-60.6% |
| Participant deferral / active EE | $3,263 | $4,743-31.2% | $4,137-21.1% | $6,730-51.5% |
| Admin fee / account holder | $9,668 | $11,502-15.9% | $9,741-0.8% | $14,365-32.7% |