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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 | $61,877 | $124,425-50.3% | $112,040-44.8% | $137,256-54.9% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 10.97% | 24.72%-13.7pp | 24.52%-13.5pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,847 | $3,411-45.9% | $2,954-37.5% | $4,156-55.6% |
| Participant deferral / active EE | $4,967 | $5,718-13.1% | $5,098-2.6% | $6,407-22.5% |
| Admin fee / account holder | $4,604 | $15,207-69.7% | $12,098-61.9% | $12,270-62.5% |