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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 | $84,410 | $107,666-21.6% | $102,184-17.4% | $154,746-45.5% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.6%-22.6pp | 80.7%-20.7pp |
| Annual return | 21.59% | 29.33%-7.7pp | 31.58%-10.0pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,491 | $3,846-61.2% | $3,594-58.5% | $4,379-65.9% |
| Participant deferral / active EE | $2,893 | $8,719-66.8% | $8,309-65.2% | $6,730-57.0% |
| Admin fee / account holder | $680 | $12,943-94.7% | $11,609-94.1% | $14,365-95.3% |