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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 | $111,814-25.0% | $103,374-18.9% | $145,959-42.5% |
| Participation rate | 61.9% | 77.9%-16.0pp | 74.5%-12.6pp | 80.3%-18.4pp |
| Annual return | 19.35% | 24.77%-5.4pp | 24.89%-5.5pp | 561.95%-542.6pp |
| Employer contribution / active EE | $1,710 | $4,214-59.4% | $3,869-55.8% | $4,661-63.3% |
| Participant deferral / active EE | $6,989 | $5,618+24.4% | $5,058+38.2% | $6,689+4.5% |
| Admin fee / account holder | $400 | $9,754-95.9% | $8,394-95.2% | $13,398-97.0% |