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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 | $73,785 | $124,980-41.0% | $108,359-31.9% | $154,746-52.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 13.70% | 45.00%-31.3pp | 36.89%-23.2pp | 172.34%-158.6pp |
| Employer contribution / active EE | $921 | $2,851-67.7% | $2,399-61.6% | $4,379-79.0% |
| Participant deferral / active EE | $7,707 | $4,743+62.5% | $4,137+86.3% | $6,730+14.5% |
| Admin fee / account holder | $12,787 | $11,502+11.2% | $9,741+31.3% | $14,365-11.0% |