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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 | $84,403 | $103,164-18.2% | $90,259-6.5% | $154,746-45.5% |
| Participation rate | 66.7% | 76.1%-9.4pp | 70.7%-4.1pp | 80.7%-14.0pp |
| Annual return | 14.51% | 19.25%-4.7pp | 18.88%-4.4pp | 172.34%-157.8pp |
| Employer contribution / active EE | $824 | $2,532-67.5% | $2,291-64.1% | $4,379-81.2% |
| Participant deferral / active EE | $2,235 | $4,422-49.4% | $3,827-41.6% | $6,730-66.8% |
| Admin fee / account holder | $1,107 | $8,593-87.1% | $7,267-84.8% | $14,365-92.3% |