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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 | $58,916 | $141,001-58.2% | $112,228-47.5% | $139,487-57.8% |
| Participation rate | 68.8% | 79.2%-10.5pp | 72.4%-3.7pp | 80.3%-11.6pp |
| Annual return | 23.00% | 32.75%-9.7pp | 30.23%-7.2pp | 373.84%-350.8pp |
| Employer contribution / active EE | $1,393 | $4,285-67.5% | $3,432-59.4% | $4,755-70.7% |
| Participant deferral / active EE | $2,639 | $5,877-55.1% | $4,800-45.0% | $6,713-60.7% |
| Admin fee / account holder | $558 | $9,959-94.4% | $7,752-92.8% | $11,407-95.1% |