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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 | $79,917 | $110,278-27.5% | $95,740-16.5% | $139,466-42.7% |
| Participation rate | 68.2% | 75.7%-7.6pp | 72.3%-4.1pp | 80.3%-12.2pp |
| Annual return | 12.35% | 27.19%-14.8pp | 28.41%-16.1pp | 373.66%-361.3pp |
| Employer contribution / active EE | $1,684 | $3,260-48.4% | $2,836-40.6% | $4,754-64.6% |
| Participant deferral / active EE | $2,341 | $4,674-49.9% | $4,244-44.8% | $6,712-65.1% |
| Admin fee / account holder | $7,864 | $6,613+18.9% | $5,676+38.5% | $11,409-31.1% |