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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 | $72,986 | $118,496-38.4% | $98,461-25.9% | $139,466-47.7% |
| Participation rate | 60.0% | 77.5%-17.5pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 15.44% | 18.96%-3.5pp | 21.17%-5.7pp | 373.66%-358.2pp |
| Employer contribution / active EE | $1,732 | $3,611-52.0% | $3,049-43.2% | $4,754-63.6% |
| Participant deferral / active EE | $5,398 | $5,393+0.1% | $4,738+13.9% | $6,712-19.6% |
| Admin fee / account holder | $2,647 | $14,056-81.2% | $8,961-70.5% | $11,409-76.8% |