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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 | $126,661-32.4% | $113,397-24.5% | $138,895-38.3% |
| Participation rate | 61.9% | 79.4%-17.5pp | 76.5%-14.6pp | 79.9%-18.0pp |
| Annual return | 16.28% | 25.05%-8.8pp | 23.20%-6.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,292 | $3,456-62.6% | $2,977-56.6% | $4,194-69.2% |
| Participant deferral / active EE | $2,671 | $5,693-53.1% | $5,076-47.4% | $6,396-58.2% |
| Admin fee / account holder | $4,049 | $14,549-72.2% | $11,957-66.1% | $12,562-67.8% |