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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 | $85,730 | $110,379-22.3% | $102,412-16.3% | $145,884-41.2% |
| Participation rate | 68.2% | 77.9%-9.7pp | 74.5%-6.3pp | 80.3%-12.1pp |
| Annual return | 11.98% | 24.84%-12.9pp | 24.94%-13.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,988 | $4,216-52.8% | $3,870-48.6% | $4,662-57.4% |
| Participant deferral / active EE | $4,029 | $5,622-28.3% | $5,060-20.4% | $6,690-39.8% |
| Admin fee / account holder | $10,929 | $9,745+12.2% | $8,388+30.3% | $13,392-18.4% |