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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 | $73,096 | $111,814-34.6% | $103,378-29.3% | $145,978-49.9% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 13.58% | 24.80%-11.2pp | 24.91%-11.3pp | 550.52%-536.9pp |
| Employer contribution / active EE | $893 | $4,215-78.8% | $3,870-76.9% | $4,662-80.8% |
| Participant deferral / active EE | $5,651 | $5,618+0.6% | $5,058+11.7% | $6,690-15.5% |
| Admin fee / account holder | $617 | $9,764-93.7% | $8,401-92.7% | $13,400-95.4% |