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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 | $82,933 | $107,809-23.1% | $97,032-14.5% | $155,188-46.6% |
| Participation rate | 60.0% | 75.5%-15.5pp | 71.6%-11.6pp | 80.8%-20.8pp |
| Annual return | 16.31% | 38.06%-21.7pp | 35.38%-19.1pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,740 | $2,911-40.2% | $2,629-33.8% | $4,248-59.0% |
| Participant deferral / active EE | $7,812 | $5,129+52.3% | $4,672+67.2% | $6,531+19.6% |
| Admin fee / account holder | $5,807 | $10,717-45.8% | $9,418-38.3% | $14,480-59.9% |