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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 | $81,649 | $124,351-34.3% | $109,188-25.2% | $167,553-51.3% |
| Participation rate | 68.8% | 79.4%-10.7pp | 75.9%-7.1pp | 82.1%-13.4pp |
| Annual return | 12.67% | 26.04%-13.4pp | 25.76%-13.1pp | 478.89%-466.2pp |
| Employer contribution / active EE | $2,465 | $4,210-41.5% | $3,723-33.8% | $4,840-49.1% |
| Participant deferral / active EE | $5,432 | $5,257+3.3% | $4,654+16.7% | $6,343-14.4% |
| Admin fee / account holder | $2,607 | $7,975-67.3% | $6,755-61.4% | $12,316-78.8% |