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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 | $70,677 | $110,379-36.0% | $102,412-31.0% | $145,884-51.6% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 11.23% | 24.84%-13.6pp | 24.94%-13.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,705 | $4,216-59.6% | $3,870-55.9% | $4,662-63.4% |
| Participant deferral / active EE | $4,422 | $5,622-21.3% | $5,060-12.6% | $6,690-33.9% |
| Admin fee / account holder | $1,173 | $9,745-88.0% | $8,388-86.0% | $13,392-91.2% |