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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 | $96,622 | $118,488-18.5% | $98,462-1.9% | $139,487-30.7% |
| Participation rate | 60.0% | 77.5%-17.5pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 19.40% | 18.96%+0.4pp | 21.17%-1.8pp | 373.84%-354.4pp |
| Employer contribution / active EE | $2,378 | $3,611-34.1% | $3,049-22.0% | $4,755-50.0% |
| Participant deferral / active EE | $3,441 | $5,393-36.2% | $4,738-27.4% | $6,713-48.7% |
| Admin fee / account holder | $641 | $13,868-95.4% | $8,875-92.8% | $11,407-94.4% |