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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 | $82,120 | $104,664-21.5% | $85,693-4.2% | $167,518-51.0% |
| Participation rate | 69.2% | 76.4%-7.1pp | 69.9%-0.6pp | 82.1%-12.9pp |
| Annual return | 10.73% | 21.45%-10.7pp | 21.49%-10.8pp | 478.71%-468.0pp |
| Employer contribution / active EE | $1,056 | $3,337-68.4% | $2,618-59.7% | $4,838-78.2% |
| Participant deferral / active EE | $2,806 | $4,824-41.8% | $3,923-28.5% | $6,342-55.8% |
| Admin fee / account holder | $3,051 | $10,032-69.6% | $6,874-55.6% | $12,312-75.2% |