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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 | $77,907 | $112,729-30.9% | $98,716-21.1% | $137,256-43.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 21.39% | 38.48%-17.1pp | 31.81%-10.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,700 | $2,725-37.6% | $2,279-25.4% | $4,156-59.1% |
| Participant deferral / active EE | $8,496 | $4,640+83.1% | $4,048+109.9% | $6,407+32.6% |
| Admin fee / account holder | $1,228 | $10,129-87.9% | $8,703-85.9% | $12,270-90.0% |