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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 | $99,549 | $107,666-7.5% | $102,184-2.6% | $154,746-35.7% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 19.14% | 29.33%-10.2pp | 31.58%-12.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $925 | $3,846-76.0% | $3,594-74.3% | $4,379-78.9% |
| Participant deferral / active EE | $11,714 | $8,719+34.4% | $8,309+41.0% | $6,730+74.1% |
| Admin fee / account holder | $7,948 | $12,943-38.6% | $11,609-31.5% | $14,365-44.7% |