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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 | $79,193 | $62,592+26.5% | $85,709-7.6% | $85,847-7.8% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.9%-9.9pp | 69.3%-9.3pp |
| Annual return | 12.26% | 23.77%-11.5pp | 21.49%-9.2pp | 318.61%-306.3pp |
| Employer contribution / active EE | $947 | $1,755-46.0% | $2,619-63.8% | $2,565-63.1% |
| Participant deferral / active EE | $1,998 | $2,802-28.7% | $3,924-49.1% | $3,952-49.4% |
| Admin fee / account holder | $4,978 | $4,643+7.2% | $6,876-27.6% | $6,261-20.5% |