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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 | $86,649 | $111,814-22.5% | $103,374-16.2% | $145,959-40.6% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 11.30% | 24.77%-13.5pp | 24.89%-13.6pp | 561.95%-550.7pp |
| Employer contribution / active EE | $3,640 | $4,214-13.6% | $3,869-5.9% | $4,661-21.9% |
| Participant deferral / active EE | $6,289 | $5,618+11.9% | $5,058+24.3% | $6,689-6.0% |
| Admin fee / account holder | $1,300 | $9,754-86.7% | $8,394-84.5% | $13,398-90.3% |