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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 | $123,155-35.0% | $108,753-26.4% | $155,188-48.4% |
| Participation rate | 41.7% | 75.6%-34.0pp | 71.1%-29.4pp | 80.8%-39.1pp |
| Annual return | 14.65% | 44.73%-30.1pp | 37.47%-22.8pp | 148.84%-134.2pp |
| Employer contribution / active EE | $1,724 | $2,811-38.7% | $2,427-29.0% | $4,248-59.4% |
| Participant deferral / active EE | $3,263 | $4,623-29.4% | $4,115-20.7% | $6,531-50.0% |
| Admin fee / account holder | $9,668 | $12,126-20.3% | $10,320-6.3% | $14,480-33.2% |