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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 | $82,158 | $111,814-26.5% | $103,378-20.5% | $145,978-43.7% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.5%-6.1pp | 80.3%-11.9pp |
| Annual return | 15.07% | 24.80%-9.7pp | 24.91%-9.8pp | 550.52%-535.4pp |
| Employer contribution / active EE | $1,613 | $4,215-61.7% | $3,870-58.3% | $4,662-65.4% |
| Participant deferral / active EE | $5,569 | $5,618-0.9% | $5,058+10.1% | $6,690-16.8% |
| Admin fee / account holder | $890 | $9,764-90.9% | $8,401-89.4% | $13,400-93.4% |