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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 | $81,074 | $111,814-27.5% | $103,378-21.6% | $145,978-44.5% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 14.41% | 24.80%-10.4pp | 24.91%-10.5pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,860 | $4,215-55.9% | $3,870-51.9% | $4,662-60.1% |
| Participant deferral / active EE | $3,295 | $5,618-41.3% | $5,058-34.9% | $6,690-50.7% |
| Admin fee / account holder | $551 | $9,764-94.4% | $8,401-93.4% | $13,400-95.9% |