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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 | $68,410 | $101,618-32.7% | $93,063-26.5% | $137,256-50.2% |
| Participation rate | 63.2% | 74.9%-11.8pp | 72.1%-9.0pp | 80.0%-16.8pp |
| Annual return | 16.35% | 223.95%-207.6pp | 34.15%-17.8pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,019 | $2,707-62.3% | $2,476-58.8% | $4,156-75.5% |
| Participant deferral / active EE | $1,823 | $4,279-57.4% | $3,958-53.9% | $6,407-71.5% |
| Admin fee / account holder | $1,067 | $6,198-82.8% | $6,033-82.3% | $12,270-91.3% |