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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 | $84,674 | $117,444-27.9% | $99,479-14.9% | $152,909-44.6% |
| Participation rate | 62.5% | 77.5%-15.0pp | 73.8%-11.3pp | 82.5%-20.0pp |
| Annual return | 17.53% | 31.87%-14.3pp | 30.72%-13.2pp | 345.46%-327.9pp |
| Employer contribution / active EE | $1,970 | $3,014-34.6% | $2,540-22.4% | $4,764-58.6% |
| Participant deferral / active EE | $4,989 | $4,086+22.1% | $3,619+37.9% | $5,851-14.7% |
| Admin fee / account holder | $1,197 | $7,635-84.3% | $6,253-80.9% | $11,601-89.7% |