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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 | $136,860-41.4% | $120,344-33.3% | $154,746-48.1% |
| Participation rate | 69.2% | 79.9%-10.7pp | 76.7%-7.5pp | 80.7%-11.5pp |
| Annual return | 13.50% | 21.38%-7.9pp | 20.30%-6.8pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,770 | $3,533-49.9% | $3,020-41.4% | $4,379-59.6% |
| Participant deferral / active EE | $5,523 | $5,793-4.7% | $5,135+7.6% | $6,730-17.9% |
| Admin fee / account holder | $919 | $15,393-94.0% | $12,742-92.8% | $14,365-93.6% |