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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 | $78,906 | $112,729-30.0% | $98,716-20.1% | $137,256-42.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 14.92% | 38.48%-23.6pp | 31.81%-16.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,689 | $2,725-38.0% | $2,279-25.9% | $4,156-59.4% |
| Participant deferral / active EE | $4,352 | $4,640-6.2% | $4,048+7.5% | $6,407-32.1% |
| Admin fee / account holder | $480 | $10,129-95.3% | $8,703-94.5% | $12,270-96.1% |