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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 | $112,729-18.3% | $98,716-6.7% | $137,256-32.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 11.35% | 38.48%-27.1pp | 31.81%-20.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $935 | $2,725-65.7% | $2,279-59.0% | $4,156-77.5% |
| Participant deferral / active EE | $2,620 | $4,640-43.5% | $4,048-35.3% | $6,407-59.1% |
| Admin fee / account holder | $965 | $10,129-90.5% | $8,703-88.9% | $12,270-92.1% |