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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 | $102,938-22.8% | $94,105-15.6% | $138,895-42.8% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 18.13% | 250.28%-232.2pp | 204.55%-186.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,145 | $2,732-58.1% | $2,504-54.3% | $4,194-72.7% |
| Participant deferral / active EE | $1,335 | $4,196-68.2% | $3,881-65.6% | $6,396-79.1% |
| Admin fee / account holder | $334 | $6,600-94.9% | $6,199-94.6% | $12,562-97.3% |