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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 | $66,313 | $78,682-15.7% | $109,188-39.3% | $85,851-22.8% |
| Participation rate | 65.3% | 68.3%-3.0pp | 75.9%-10.6pp | 69.3%-4.1pp |
| Annual return | 18.54% | 25.09%-6.5pp | 25.76%-7.2pp | 318.63%-300.1pp |
| Employer contribution / active EE | $1,576 | $2,734-42.4% | $3,723-57.7% | $2,565-38.6% |
| Participant deferral / active EE | $4,697 | $3,468+35.4% | $4,654+0.9% | $3,952+18.8% |
| Admin fee / account holder | $5,886 | $5,470+7.6% | $6,755-12.9% | $6,261-6.0% |