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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 | $66,108 | $110,379-40.1% | $102,412-35.4% | $145,884-54.7% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 17.02% | 24.84%-7.8pp | 24.94%-7.9pp | 551.85%-534.8pp |
| Employer contribution / active EE | $1,010 | $4,216-76.0% | $3,870-73.9% | $4,662-78.3% |
| Participant deferral / active EE | $2,268 | $5,622-59.7% | $5,060-55.2% | $6,690-66.1% |
| Admin fee / account holder | $4,664 | $9,745-52.1% | $8,388-44.4% | $13,392-65.2% |