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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 | $76,777 | $212,777-63.9% | $173,703-55.8% | $198,609-61.3% |
| Participation rate | 55.6% | 81.1%-25.5pp | 75.9%-20.4pp | 82.4%-26.8pp |
| Annual return | 9.54% | 18.82%-9.3pp | 17.46%-7.9pp | 202.70%-193.2pp |
| Employer contribution / active EE | $2,221 | $5,214-57.4% | $4,288-48.2% | $5,055-56.1% |
| Participant deferral / active EE | $2,016 | $5,697-64.6% | $4,854-58.5% | $6,977-71.1% |
| Admin fee / account holder | $1,470 | $19,536-92.5% | $15,562-90.6% | $19,030-92.3% |