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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 | $111,814-25.4% | $103,378-19.3% | $145,978-42.8% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.0pp |
| Annual return | 13.26% | 24.80%-11.5pp | 24.91%-11.6pp | 550.52%-537.3pp |
| Employer contribution / active EE | $3,574 | $4,215-15.2% | $3,870-7.7% | $4,662-23.3% |
| Participant deferral / active EE | $8,142 | $5,618+44.9% | $5,058+61.0% | $6,690+21.7% |
| Admin fee / account holder | $3,472 | $9,764-64.4% | $8,401-58.7% | $13,400-74.1% |