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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 | $80,552 | $80,748-0.2% | $102,383-21.3% | $74,429+8.2% |
| Participation rate | 36.2% | 65.7%-29.5pp | 74.5%-38.3pp | 67.2%-31.0pp |
| Annual return | 11.55% | 27.57%-16.0pp | 24.94%-13.4pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $1,233 | $3,159-61.0% | $3,870-68.1% | $2,625-53.0% |
| Participant deferral / active EE | $2,227 | $3,861-42.3% | $5,060-56.0% | $4,348-48.8% |
| Admin fee / account holder | $1,700 | $2,371-28.3% | $8,391-79.7% | $1,944-12.6% |