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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 | $75,391 | $96,562-21.9% | $80,976-6.9% | $273,968-72.5% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 7.01% | 15.14%-8.1pp | 17.10%-10.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,535 | $4,868-68.5% | $3,714-58.7% | $4,869-68.5% |
| Participant deferral / active EE | $5,225 | $6,597-20.8% | $5,696-8.3% | $5,287-1.2% |
| Admin fee / account holder | $673 | $7,493-91.0% | $5,516-87.8% | $10,132-93.4% |