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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 | $75,161 | $201,370-62.7% | $184,256-59.2% | $145,897-48.5% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 11.30% | 29.05%-17.8pp | 28.85%-17.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,845 | $7,024-73.7% | $6,427-71.3% | $4,663-60.4% |
| Participant deferral / active EE | $4,138 | $9,808-57.8% | $9,133-54.7% | $6,689-38.1% |
| Admin fee / account holder | $8,052 | $16,364-50.8% | $13,899-42.1% | $13,390-39.9% |