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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 | $70,401 | $112,729-37.5% | $98,716-28.7% | $137,256-48.7% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.3%-0.5pp | 80.0%-11.2pp |
| Annual return | 18.76% | 38.48%-19.7pp | 31.81%-13.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,182 | $2,725-56.6% | $2,279-48.1% | $4,156-71.6% |
| Participant deferral / active EE | $5,563 | $4,640+19.9% | $4,048+37.4% | $6,407-13.2% |
| Admin fee / account holder | $341 | $10,129-96.6% | $8,703-96.1% | $12,270-97.2% |