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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 | $79,665 | $87,132-8.6% | $105,624-24.6% | $80,959-1.6% |
| Participation rate | 66.2% | 70.4%-4.3pp | 75.3%-9.1pp | 67.7%-1.5pp |
| Annual return | 12.14% | 17.03%-4.9pp | 116.20%-104.1pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,377 | $2,397-42.5% | $3,168-56.5% | $2,757-50.0% |
| Participant deferral / active EE | $1,794 | $3,985-55.0% | $5,013-64.2% | $4,300-58.3% |
| Admin fee / account holder | $12,888 | $8,449+52.5% | $10,961+17.6% | $6,925+86.1% |