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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 | $75,821 | $192,737-60.7% | $142,460-46.8% | $139,456-45.6% |
| Participation rate | 68.8% | 81.5%-12.7pp | 76.8%-8.0pp | 80.3%-11.6pp |
| Annual return | 15.78% | 17.99%-2.2pp | 19.99%-4.2pp | 373.45%-357.7pp |
| Employer contribution / active EE | $1,563 | $5,806-73.1% | $4,847-67.8% | $4,753-67.1% |
| Participant deferral / active EE | $2,739 | $7,208-62.0% | $6,283-56.4% | $6,711-59.2% |
| Admin fee / account holder | $9,301 | $15,125-38.5% | $10,011-7.1% | $11,407-18.5% |