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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 | $78,333 | $110,410-29.1% | $102,437-23.5% | $145,897-46.3% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 11.96% | 24.85%-12.9pp | 24.95%-13.0pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,702 | $4,217-35.9% | $3,871-30.2% | $4,663-42.1% |
| Participant deferral / active EE | $9,691 | $5,622+72.4% | $5,060+91.5% | $6,689+44.9% |
| Admin fee / account holder | $5,187 | $9,745-46.8% | $8,388-38.2% | $13,390-61.3% |