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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 | $76,380 | $107,809-29.2% | $97,032-21.3% | $155,188-50.8% |
| Participation rate | 61.5% | 75.5%-13.9pp | 71.6%-10.0pp | 80.8%-19.3pp |
| Annual return | 8.18% | 38.06%-29.9pp | 35.38%-27.2pp | 148.84%-140.7pp |
| Employer contribution / active EE | $1,266 | $2,911-56.5% | $2,629-51.8% | $4,248-70.2% |
| Participant deferral / active EE | $4,484 | $5,129-12.6% | $4,672-4.0% | $6,531-31.3% |
| Admin fee / account holder | $49,964 | $10,717+366.2% | $9,418+430.5% | $14,480+245.1% |