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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 | $79,233 | $201,264-60.6% | $184,185-57.0% | $145,978-45.7% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 10.78% | 29.00%-18.2pp | 28.81%-18.0pp | 550.52%-539.7pp |
| Employer contribution / active EE | $3,963 | $7,021-43.5% | $6,426-38.3% | $4,662-15.0% |
| Participant deferral / active EE | $4,354 | $9,806-55.6% | $9,132-52.3% | $6,690-34.9% |
| Admin fee / account holder | $1,281 | $16,376-92.2% | $13,909-90.8% | $13,400-90.4% |