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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 | $74,863 | $78,672-4.8% | $109,163-31.4% | $85,856-12.8% |
| Participation rate | 57.4% | 68.3%-10.9pp | 75.9%-18.5pp | 69.3%-11.9pp |
| Annual return | 13.09% | 25.09%-12.0pp | 25.75%-12.7pp | 318.58%-305.5pp |
| Employer contribution / active EE | $1,490 | $2,734-45.5% | $3,723-60.0% | $2,565-41.9% |
| Participant deferral / active EE | $3,062 | $3,467-11.7% | $4,654-34.2% | $3,952-22.5% |
| Admin fee / account holder | $4,632 | $5,470-15.3% | $6,754-31.4% | $6,261-26.0% |