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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 | $76,546 | $99,994-23.4% | $146,643-47.8% | $85,847-10.8% |
| Participation rate | 60.7% | 73.1%-12.3pp | 80.1%-19.4pp | 69.3%-8.6pp |
| Annual return | 12.06% | 18.93%-6.9pp | 22.75%-10.7pp | 318.61%-306.5pp |
| Employer contribution / active EE | $1,204 | $2,559-53.0% | $4,137-70.9% | $2,565-53.1% |
| Participant deferral / active EE | $2,402 | $4,006-40.0% | $5,506-56.4% | $3,952-39.2% |
| Admin fee / account holder | $2,056 | $7,703-73.3% | $10,280-80.0% | $6,261-67.2% |