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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 | $96,461 | $104,664-7.8% | $85,693+12.6% | $167,518-42.4% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.9%-7.4pp | 82.1%-19.6pp |
| Annual return | 11.62% | 21.45%-9.8pp | 21.49%-9.9pp | 478.71%-467.1pp |
| Employer contribution / active EE | $1,477 | $3,337-55.7% | $2,618-43.6% | $4,838-69.5% |
| Participant deferral / active EE | $3,337 | $4,824-30.8% | $3,923-14.9% | $6,342-47.4% |
| Admin fee / account holder | $1,239 | $10,032-87.6% | $6,874-82.0% | $12,312-89.9% |