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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 | $124,980-41.8% | $108,359-32.9% | $154,746-53.0% |
| Participation rate | 60.9% | 75.2%-14.3pp | 70.1%-9.3pp | 80.7%-19.8pp |
| Annual return | 16.20% | 45.00%-28.8pp | 36.89%-20.7pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,600 | $2,851-43.9% | $2,399-33.3% | $4,379-63.5% |
| Participant deferral / active EE | $4,166 | $4,743-12.2% | $4,137+0.7% | $6,730-38.1% |
| Admin fee / account holder | $12,130 | $11,502+5.5% | $9,741+24.5% | $14,365-15.6% |