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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 | $69,986 | $117,904-40.6% | $102,457-31.7% | $145,978-52.1% |
| Participation rate | 60.9% | 78.6%-17.7pp | 76.5%-15.6pp | 80.3%-19.4pp |
| Annual return | 10.88% | 31.80%-20.9pp | 29.41%-18.5pp | 550.52%-539.6pp |
| Employer contribution / active EE | $1,328 | $3,613-63.2% | $3,022-56.0% | $4,662-71.5% |
| Participant deferral / active EE | $3,675 | $5,733-35.9% | $5,054-27.3% | $6,690-45.1% |
| Admin fee / account holder | $4,095 | $13,329-69.3% | $9,451-56.7% | $13,400-69.4% |