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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 | $89,848 | $181,896-50.6% | $156,551-42.6% | $273,972-67.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 11.90% | 30.74%-18.8pp | 32.23%-20.3pp | 41.46%-29.6pp |
| Employer contribution / active EE | $1,331 | $6,248-78.7% | $5,501-75.8% | $4,869-72.7% |
| Participant deferral / active EE | $2,347 | $5,550-57.7% | $4,871-51.8% | $5,287-55.6% |
| Admin fee / account holder | $424 | $15,560-97.3% | $13,028-96.7% | $10,133-95.8% |