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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 | $95,569 | $111,814-14.5% | $103,378-7.6% | $145,978-34.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.04% | 24.80%-10.8pp | 24.91%-10.9pp | 550.52%-536.5pp |
| Employer contribution / active EE | $1,338 | $4,215-68.3% | $3,870-65.4% | $4,662-71.3% |
| Participant deferral / active EE | $9,700 | $5,618+72.7% | $5,058+91.8% | $6,690+45.0% |
| Admin fee / account holder | $6,053 | $9,764-38.0% | $8,401-27.9% | $13,400-54.8% |