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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 | $111,814-35.0% | $103,378-29.7% | $145,978-50.2% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.5%-6.1pp | 80.3%-11.9pp |
| Annual return | 11.40% | 24.80%-13.4pp | 24.91%-13.5pp | 550.52%-539.1pp |
| Employer contribution / active EE | $1,962 | $4,215-53.5% | $3,870-49.3% | $4,662-57.9% |
| Participant deferral / active EE | $4,601 | $5,618-18.1% | $5,058-9.0% | $6,690-31.2% |
| Admin fee / account holder | $18,603 | $9,764+90.5% | $8,401+121.4% | $13,400+38.8% |