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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 | $82,657 | $176,786-53.2% | $146,643-43.6% | $167,536-50.7% |
| Participation rate | 69.2% | 83.6%-14.4pp | 80.1%-10.8pp | 82.1%-12.9pp |
| Annual return | 9.63% | 24.04%-14.4pp | 22.75%-13.1pp | 478.82%-469.2pp |
| Employer contribution / active EE | $1,850 | $5,161-64.2% | $4,137-55.3% | $4,839-61.8% |
| Participant deferral / active EE | $4,852 | $6,440-24.7% | $5,506-11.9% | $6,342-23.5% |
| Admin fee / account holder | $890 | $13,262-93.3% | $10,280-91.3% | $12,315-92.8% |