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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 | $74,472 | $215,361-65.4% | $171,082-56.5% | $273,972-72.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 76.7%-14.2pp | 83.0%-20.5pp |
| Annual return | 9.09% | 25.14%-16.0pp | 32.56%-23.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,438 | $4,967-71.1% | $4,002-64.1% | $4,869-70.5% |
| Participant deferral / active EE | $5,897 | $5,543+6.4% | $4,797+22.9% | $5,287+11.5% |
| Admin fee / account holder | $542 | $10,846-95.0% | $8,520-93.6% | $10,133-94.6% |