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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 | $77,770 | $84,236-7.7% | $170,435-54.4% | $70,126+10.9% |
| Participation rate | 67.3% | 70.8%-3.6pp | 83.6%-16.3pp | 69.5%-2.3pp |
| Annual return | 15.09% | 23.06%-8.0pp | 205.94%-190.8pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,831 | $3,387-45.9% | $5,432-66.3% | $2,343-21.8% |
| Participant deferral / active EE | $2,126 | $3,086-31.1% | $4,939-57.0% | $3,332-36.2% |
| Admin fee / account holder | $3,994 | $5,698-29.9% | $13,881-71.2% | $4,645-14.0% |