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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 | $72,699 | $112,729-35.5% | $98,716-26.4% | $137,256-47.0% |
| Participation rate | 60.9% | 74.2%-13.4pp | 69.3%-8.4pp | 80.0%-19.1pp |
| Annual return | 16.20% | 38.48%-22.3pp | 31.81%-15.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,600 | $2,725-41.3% | $2,279-29.8% | $4,156-61.5% |
| Participant deferral / active EE | $4,166 | $4,640-10.2% | $4,048+2.9% | $6,407-35.0% |
| Admin fee / account holder | $12,130 | $10,129+19.8% | $8,703+39.4% | $12,270-1.1% |