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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 | $83,873 | $110,337-24.0% | $102,383-18.1% | $145,877-42.5% |
| Participation rate | 61.9% | 77.9%-16.0pp | 74.5%-12.6pp | 80.3%-18.4pp |
| Annual return | 19.35% | 24.83%-5.5pp | 24.94%-5.6pp | 551.28%-531.9pp |
| Employer contribution / active EE | $1,710 | $4,216-59.4% | $3,870-55.8% | $4,663-63.3% |
| Participant deferral / active EE | $6,989 | $5,621+24.4% | $5,060+38.1% | $6,691+4.5% |
| Admin fee / account holder | $400 | $9,750-95.9% | $8,391-95.2% | $13,402-97.0% |