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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 | $82,200 | $115,225-28.7% | $100,712-18.4% | $138,895-40.8% |
| Participation rate | 68.8% | 74.3%-5.6pp | 69.3%-0.5pp | 79.9%-11.2pp |
| Annual return | 15.34% | 40.35%-25.0pp | 33.27%-17.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,845 | $2,771-33.4% | $2,313-20.2% | $4,194-56.0% |
| Participant deferral / active EE | $3,973 | $4,699-15.5% | $4,085-2.8% | $6,396-37.9% |
| Admin fee / account holder | $1,615 | $10,844-85.1% | $9,256-82.6% | $12,562-87.1% |