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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 | $85,421 | $111,814-23.6% | $103,378-17.4% | $145,978-41.5% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.4pp |
| Annual return | 11.66% | 24.80%-13.1pp | 24.91%-13.3pp | 550.52%-538.9pp |
| Employer contribution / active EE | $1,385 | $4,215-67.1% | $3,870-64.2% | $4,662-70.3% |
| Participant deferral / active EE | $6,357 | $5,618+13.2% | $5,058+25.7% | $6,690-5.0% |
| Admin fee / account holder | $4,538 | $9,764-53.5% | $8,401-46.0% | $13,400-66.1% |