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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 | $85,630 | $136,860-37.4% | $120,344-28.8% | $154,746-44.7% |
| Participation rate | 61.9% | 79.9%-18.0pp | 76.7%-14.8pp | 80.7%-18.8pp |
| Annual return | 16.28% | 21.38%-5.1pp | 20.30%-4.0pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,292 | $3,533-63.4% | $3,020-57.2% | $4,379-70.5% |
| Participant deferral / active EE | $2,671 | $5,793-53.9% | $5,135-48.0% | $6,730-60.3% |
| Admin fee / account holder | $4,049 | $15,393-73.7% | $12,742-68.2% | $14,365-71.8% |