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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 | $83,751 | $107,809-22.3% | $97,032-13.7% | $155,188-46.0% |
| Participation rate | 63.6% | 75.5%-11.8pp | 71.6%-7.9pp | 80.8%-17.2pp |
| Annual return | 12.51% | 38.06%-25.6pp | 35.38%-22.9pp | 148.84%-136.3pp |
| Employer contribution / active EE | $860 | $2,911-70.5% | $2,629-67.3% | $4,248-79.8% |
| Participant deferral / active EE | $2,244 | $5,129-56.3% | $4,672-52.0% | $6,531-65.6% |
| Admin fee / account holder | $4,680 | $10,717-56.3% | $9,418-50.3% | $14,480-67.7% |