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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 | $80,238 | $124,425-35.5% | $112,040-28.4% | $137,256-41.5% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.5%-7.3pp | 80.0%-10.7pp |
| Annual return | 13.50% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,770 | $3,411-48.1% | $2,954-40.1% | $4,156-57.4% |
| Participant deferral / active EE | $5,523 | $5,718-3.4% | $5,098+8.3% | $6,407-13.8% |
| Admin fee / account holder | $919 | $15,207-94.0% | $12,098-92.4% | $12,270-92.5% |