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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 | $80,025 | $110,379-27.5% | $102,412-21.9% | $145,884-45.1% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 16.25% | 24.84%-8.6pp | 24.94%-8.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,870 | $4,216-55.6% | $3,870-51.7% | $4,662-59.9% |
| Participant deferral / active EE | $7,835 | $5,622+39.4% | $5,060+54.8% | $6,690+17.1% |
| Admin fee / account holder | $1,750 | $9,745-82.0% | $8,388-79.1% | $13,392-86.9% |