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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 | $86,594 | $124,425-30.4% | $112,040-22.7% | $137,256-36.9% |
| Participation rate | 63.2% | 79.3%-16.2pp | 76.5%-13.3pp | 80.0%-16.8pp |
| Annual return | 11.64% | 24.72%-13.1pp | 24.52%-12.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,242 | $3,411-63.6% | $2,954-57.9% | $4,156-70.1% |
| Participant deferral / active EE | $2,137 | $5,718-62.6% | $5,098-58.1% | $6,407-66.6% |
| Admin fee / account holder | $873 | $15,207-94.3% | $12,098-92.8% | $12,270-92.9% |