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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 | $87,178 | $111,814-22.0% | $103,378-15.7% | $145,978-40.3% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 13.52% | 24.80%-11.3pp | 24.91%-11.4pp | 550.52%-537.0pp |
| Employer contribution / active EE | $3,367 | $4,215-20.1% | $3,870-13.0% | $4,662-27.8% |
| Participant deferral / active EE | $13,230 | $5,618+135.5% | $5,058+161.6% | $6,690+97.8% |
| Admin fee / account holder | $1,477 | $9,764-84.9% | $8,401-82.4% | $13,400-89.0% |