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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 | $88,443 | $110,337-19.8% | $102,383-13.6% | $145,877-39.4% |
| Participation rate | 60.9% | 77.9%-17.1pp | 74.5%-13.6pp | 80.3%-19.4pp |
| Annual return | 20.01% | 24.83%-4.8pp | 24.94%-4.9pp | 551.28%-531.3pp |
| Employer contribution / active EE | $1,069 | $4,216-74.7% | $3,870-72.4% | $4,663-77.1% |
| Participant deferral / active EE | $4,751 | $5,621-15.5% | $5,060-6.1% | $6,691-29.0% |
| Admin fee / account holder | $3,539 | $9,750-63.7% | $8,391-57.8% | $13,402-73.6% |