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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 | $100,405 | $124,425-19.3% | $112,040-10.4% | $137,256-26.8% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 17.80% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,328 | $3,411-61.1% | $2,954-55.1% | $4,156-68.1% |
| Participant deferral / active EE | $2,800 | $5,718-51.0% | $5,098-45.1% | $6,407-56.3% |
| Admin fee / account holder | $410 | $15,207-97.3% | $12,098-96.6% | $12,270-96.7% |