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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 | $91,430 | $112,729-18.9% | $98,716-7.4% | $137,256-33.4% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 20.86% | 38.48%-17.6pp | 31.81%-11.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,358 | $2,725-50.2% | $2,279-40.4% | $4,156-67.3% |
| Participant deferral / active EE | $3,644 | $4,640-21.5% | $4,048-10.0% | $6,407-43.1% |
| Admin fee / account holder | $1,080 | $10,129-89.3% | $8,703-87.6% | $12,270-91.2% |