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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 | $84,503 | $110,303-23.4% | $95,759-11.8% | $139,487-39.4% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 15.72% | 27.19%-11.5pp | 28.42%-12.7pp | 373.84%-358.1pp |
| Employer contribution / active EE | $1,403 | $3,261-57.0% | $2,836-50.5% | $4,755-70.5% |
| Participant deferral / active EE | $2,596 | $4,674-44.5% | $4,244-38.8% | $6,713-61.3% |
| Admin fee / account holder | $1,080 | $6,615-83.7% | $5,678-81.0% | $11,407-90.5% |