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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 | $72,642 | $110,379-34.2% | $102,412-29.1% | $145,884-50.2% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.5%-6.1pp | 80.3%-11.9pp |
| Annual return | 11.40% | 24.84%-13.4pp | 24.94%-13.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,962 | $4,216-53.5% | $3,870-49.3% | $4,662-57.9% |
| Participant deferral / active EE | $4,601 | $5,622-18.2% | $5,060-9.1% | $6,690-31.2% |
| Admin fee / account holder | $18,603 | $9,745+90.9% | $8,388+121.8% | $13,392+38.9% |