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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 | $92,111 | $123,155-25.2% | $108,753-15.3% | $155,188-40.6% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 11.35% | 44.73%-33.4pp | 37.47%-26.1pp | 148.84%-137.5pp |
| Employer contribution / active EE | $935 | $2,811-66.7% | $2,427-61.5% | $4,248-78.0% |
| Participant deferral / active EE | $2,620 | $4,623-43.3% | $4,115-36.3% | $6,531-59.9% |
| Admin fee / account holder | $965 | $12,126-92.0% | $10,320-90.6% | $14,480-93.3% |