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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 | $96,574 | $141,004-31.5% | $112,273-14.0% | $139,466-30.8% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 15.92% | 32.75%-16.8pp | 30.23%-14.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,194 | $4,285-72.1% | $3,431-65.2% | $4,754-74.9% |
| Participant deferral / active EE | $2,492 | $5,878-57.6% | $4,800-48.1% | $6,712-62.9% |
| Admin fee / account holder | $658 | $9,959-93.4% | $7,752-91.5% | $11,409-94.2% |