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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 | $79,242 | $162,785-51.3% | $133,959-40.8% | $158,950-50.1% |
| Participation rate | 56.3% | 83.2%-27.0pp | 79.8%-23.6pp | 82.0%-25.7pp |
| Annual return | 18.13% | 41.94%-23.8pp | 45.09%-27.0pp | 302.91%-284.8pp |
| Employer contribution / active EE | $1,022 | $4,975-79.5% | $3,919-73.9% | $4,762-78.5% |
| Participant deferral / active EE | $1,898 | $5,910-67.9% | $5,047-62.4% | $5,983-68.3% |
| Admin fee / account holder | $7,681 | $11,738-34.6% | $8,928-14.0% | $11,248-31.7% |