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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 | $73,291 | $213,785-65.7% | $185,441-60.5% | $155,188-52.8% |
| Participation rate | 60.0% | 83.2%-23.2pp | 80.3%-20.3pp | 80.8%-20.8pp |
| Annual return | 11.03% | 19.97%-8.9pp | 20.16%-9.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $1,270 | $5,393-76.4% | $4,672-72.8% | $4,248-70.1% |
| Participant deferral / active EE | $3,585 | $6,864-47.8% | $6,152-41.7% | $6,531-45.1% |
| Admin fee / account holder | $10,877 | $21,134-48.5% | $17,890-39.2% | $14,480-24.9% |