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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 | $94,092 | $111,814-15.8% | $103,378-9.0% | $145,978-35.5% |
| Participation rate | 40.9% | 77.9%-37.0pp | 74.5%-33.6pp | 80.3%-39.4pp |
| Annual return | 9.05% | 24.80%-15.7pp | 24.91%-15.9pp | 550.52%-541.5pp |
| Employer contribution / active EE | $1,547 | $4,215-63.3% | $3,870-60.0% | $4,662-66.8% |
| Participant deferral / active EE | $2,924 | $5,618-47.9% | $5,058-42.2% | $6,690-56.3% |
| Admin fee / account holder | $5,899 | $9,764-39.6% | $8,401-29.8% | $13,400-56.0% |