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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 | $72,420 | $124,314-41.7% | $109,163-33.7% | $167,518-56.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 13.38% | 26.04%-12.7pp | 25.75%-12.4pp | 478.71%-465.3pp |
| Employer contribution / active EE | $977 | $4,209-76.8% | $3,723-73.8% | $4,838-79.8% |
| Participant deferral / active EE | $2,324 | $5,256-55.8% | $4,654-50.1% | $6,342-63.4% |
| Admin fee / account holder | $8,626 | $7,973+8.2% | $6,754+27.7% | $12,312-29.9% |