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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 | $69,834 | $110,379-36.7% | $102,412-31.8% | $145,884-52.1% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 13.59% | 24.84%-11.3pp | 24.94%-11.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,046 | $4,216-75.2% | $3,870-73.0% | $4,662-77.6% |
| Participant deferral / active EE | $3,005 | $5,622-46.6% | $5,060-40.6% | $6,690-55.1% |
| Admin fee / account holder | $6,996 | $9,745-28.2% | $8,388-16.6% | $13,392-47.8% |