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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 | $92,742 | $103,393-10.3% | $87,103+6.5% | $152,909-39.3% |
| Participation rate | 63.6% | 79.4%-15.7pp | 76.9%-13.2pp | 82.5%-18.8pp |
| Annual return | 19.38% | 28.10%-8.7pp | 28.19%-8.8pp | 345.46%-326.1pp |
| Employer contribution / active EE | $1,828 | $3,221-43.3% | $2,521-27.5% | $4,764-61.6% |
| Participant deferral / active EE | $4,897 | $4,778+2.5% | $4,049+20.9% | $5,851-16.3% |
| Admin fee / account holder | $582 | $12,195-95.2% | $7,491-92.2% | $11,601-95.0% |