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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 | $87,034 | $211,224-58.8% | $178,505-51.2% | $145,897-40.3% |
| Participation rate | 61.1% | 80.8%-19.7pp | 77.1%-16.0pp | 80.3%-19.2pp |
| Annual return | 11.68% | 30.28%-18.6pp | 27.16%-15.5pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,254 | $4,577-72.6% | $3,955-68.3% | $4,663-73.1% |
| Participant deferral / active EE | $4,764 | $6,966-31.6% | $6,280-24.1% | $6,689-28.8% |
| Admin fee / account holder | $4,859 | $12,109-59.9% | $10,428-53.4% | $13,390-63.7% |