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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 | $78,827 | $112,729-30.1% | $98,716-20.1% | $137,256-42.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 16.47% | 38.48%-22.0pp | 31.81%-15.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $952 | $2,725-65.1% | $2,279-58.2% | $4,156-77.1% |
| Participant deferral / active EE | $5,740 | $4,640+23.7% | $4,048+41.8% | $6,407-10.4% |
| Admin fee / account holder | $617 | $10,129-93.9% | $8,703-92.9% | $12,270-95.0% |