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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 | $55,669 | $78,423-29.0% | $95,964-42.0% | $79,856-30.3% |
| Participation rate | 68.2% | 73.5%-5.3pp | 77.1%-8.9pp | 69.6%-1.5pp |
| Annual return | 11.64% | 19.37%-7.7pp | 91.64%-80.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,432 | $1,945-26.4% | $2,541-43.7% | $2,471-42.1% |
| Participant deferral / active EE | $2,554 | $3,440-25.8% | $4,167-38.7% | $3,741-31.7% |
| Admin fee / account holder | $6,831 | $5,622+21.5% | $6,797+0.5% | $5,306+28.7% |