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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 | $83,118 | $117,904-29.5% | $102,457-18.9% | $145,978-43.1% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 11.02% | 31.80%-20.8pp | 29.41%-18.4pp | 550.52%-539.5pp |
| Employer contribution / active EE | $2,307 | $3,613-36.1% | $3,022-23.7% | $4,662-50.5% |
| Participant deferral / active EE | $5,016 | $5,733-12.5% | $5,054-0.8% | $6,690-25.0% |
| Admin fee / account holder | $8,606 | $13,329-35.4% | $9,451-8.9% | $13,400-35.8% |