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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 | $77,455 | $105,284-26.4% | $150,734-48.6% | $94,015-17.6% |
| Participation rate | 59.4% | 71.7%-12.4pp | 78.4%-19.1pp | 70.8%-11.4pp |
| Annual return | 14.31% | 15.67%-1.4pp | 600.81%-586.5pp | 17.84%-3.5pp |
| Employer contribution / active EE | $1,892 | $3,599-47.4% | $4,918-61.5% | $2,790-32.2% |
| Participant deferral / active EE | $4,331 | $4,274+1.4% | $5,610-22.8% | $4,249+1.9% |
| Admin fee / account holder | $17,176 | $9,839+74.6% | $14,905+15.2% | $8,951+91.9% |