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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 | $90,112 | $127,790-29.5% | $106,555-15.4% | $167,536-46.2% |
| Participation rate | 69.6% | 78.3%-8.7pp | 76.1%-6.6pp | 82.1%-12.5pp |
| Annual return | 10.76% | 33.88%-23.1pp | 26.80%-16.0pp | 478.82%-468.1pp |
| Employer contribution / active EE | $1,173 | $3,428-65.8% | $2,819-58.4% | $4,839-75.8% |
| Participant deferral / active EE | $1,714 | $5,088-66.3% | $4,399-61.0% | $6,342-73.0% |
| Admin fee / account holder | $5,934 | $11,229-47.2% | $7,408-19.9% | $12,315-51.8% |