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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 | $79,423 | $126,113-37.0% | $116,096-31.6% | $155,188-48.8% |
| Participation rate | 66.7% | 75.1%-8.5pp | 73.3%-6.7pp | 80.8%-14.1pp |
| Annual return | 18.13% | 391.72%-373.6pp | 326.25%-308.1pp | 148.84%-130.7pp |
| Employer contribution / active EE | $1,145 | $2,672-57.2% | $2,503-54.3% | $4,248-73.1% |
| Participant deferral / active EE | $1,335 | $4,162-67.9% | $3,952-66.2% | $6,531-79.6% |
| Admin fee / account holder | $334 | $8,045-95.9% | $7,704-95.7% | $14,480-97.7% |