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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 | $4,939 | $116,167-95.7% | $64,489-92.3% | $137,256-96.4% |
| Participation rate | 66.7% | 68.2%-1.5pp | 67.7%-1.0pp | 80.0%-13.3pp |
| Annual return | 16.89% | 36.55%-19.7pp | 55.03%-38.1pp | 220.34%-203.5pp |
| Employer contribution / active EE | $779 | $2,483-68.6% | $1,523-48.9% | $4,156-81.3% |
| Participant deferral / active EE | $779 | $4,215-81.5% | $2,778-72.0% | $6,407-87.8% |
| Admin fee / account holder | $1,196 | $6,188-80.7% | $4,260-71.9% | $12,270-90.3% |