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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 | $88,624 | $211,105-58.0% | $178,449-50.3% | $145,978-39.3% |
| Participation rate | 68.8% | 80.8%-12.0pp | 77.1%-8.3pp | 80.3%-11.5pp |
| Annual return | 10.83% | 30.19%-19.4pp | 27.09%-16.3pp | 550.52%-539.7pp |
| Employer contribution / active EE | $2,660 | $4,569-41.8% | $3,951-32.7% | $4,662-42.9% |
| Participant deferral / active EE | $5,660 | $6,959-18.7% | $6,277-9.8% | $6,690-15.4% |
| Admin fee / account holder | $1,286 | $12,017-89.3% | $10,362-87.6% | $13,400-90.4% |