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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 | $85,288 | $124,980-31.8% | $108,359-21.3% | $154,746-44.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 28.36% | 45.00%-16.6pp | 36.89%-8.5pp | 172.34%-144.0pp |
| Employer contribution / active EE | $626 | $2,851-78.0% | $2,399-73.9% | $4,379-85.7% |
| Participant deferral / active EE | $1,736 | $4,743-63.4% | $4,137-58.0% | $6,730-74.2% |
| Admin fee / account holder | $618 | $11,502-94.6% | $9,741-93.7% | $14,365-95.7% |