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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 | $75,773 | $112,729-32.8% | $98,716-23.2% | $137,256-44.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 26.94% | 38.48%-11.5pp | 31.81%-4.9pp | 220.34%-193.4pp |
| Employer contribution / active EE | $1,293 | $2,725-52.6% | $2,279-43.3% | $4,156-68.9% |
| Participant deferral / active EE | $6,880 | $4,640+48.3% | $4,048+70.0% | $6,407+7.4% |
| Admin fee / account holder | $1,906 | $10,129-81.2% | $8,703-78.1% | $12,270-84.5% |