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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 | $61,982 | $107,666-42.4% | $102,184-39.3% | $154,746-59.9% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 12.69% | 29.33%-16.6pp | 31.58%-18.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,855 | $3,846-51.8% | $3,594-48.4% | $4,379-57.6% |
| Participant deferral / active EE | $4,369 | $8,719-49.9% | $8,309-47.4% | $6,730-35.1% |
| Admin fee / account holder | $18,357 | $12,943+41.8% | $11,609+58.1% | $14,365+27.8% |