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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 | $83,427 | $110,410-24.4% | $102,437-18.6% | $145,897-42.8% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.1pp |
| Annual return | 13.26% | 24.85%-11.6pp | 24.95%-11.7pp | 552.29%-539.0pp |
| Employer contribution / active EE | $3,574 | $4,217-15.3% | $3,871-7.7% | $4,663-23.4% |
| Participant deferral / active EE | $8,142 | $5,622+44.8% | $5,060+60.9% | $6,689+21.7% |
| Admin fee / account holder | $3,472 | $9,745-64.4% | $8,388-58.6% | $13,390-74.1% |