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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 | $126,661-36.7% | $113,397-29.2% | $138,895-42.2% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.5%-7.3pp | 79.9%-10.7pp |
| Annual return | 13.50% | 25.05%-11.5pp | 23.20%-9.7pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,770 | $3,456-48.8% | $2,977-40.6% | $4,194-57.8% |
| Participant deferral / active EE | $5,523 | $5,693-3.0% | $5,076+8.8% | $6,396-13.7% |
| Admin fee / account holder | $919 | $14,549-93.7% | $11,957-92.3% | $12,562-92.7% |