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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 | $57,595 | $78,423-26.6% | $95,964-40.0% | $79,856-27.9% |
| Participation rate | 67.5% | 73.5%-6.0pp | 77.1%-9.6pp | 69.6%-2.1pp |
| Annual return | 16.61% | 19.37%-2.8pp | 91.64%-75.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,580 | $1,945-18.8% | $2,541-37.8% | $2,471-36.1% |
| Participant deferral / active EE | $3,588 | $3,440+4.3% | $4,167-13.9% | $3,741-4.1% |
| Admin fee / account holder | $4,450 | $5,622-20.8% | $6,797-34.5% | $5,306-16.1% |