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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 | $66,856 | $110,379-39.4% | $102,412-34.7% | $145,884-54.2% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 21.94% | 24.84%-2.9pp | 24.94%-3.0pp | 551.85%-529.9pp |
| Employer contribution / active EE | $1,305 | $4,216-69.0% | $3,870-66.3% | $4,662-72.0% |
| Participant deferral / active EE | $4,332 | $5,622-22.9% | $5,060-14.4% | $6,690-35.2% |
| Admin fee / account holder | $5,464 | $9,745-43.9% | $8,388-34.9% | $13,392-59.2% |