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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 | $77,317 | $124,980-38.1% | $108,359-28.6% | $154,746-50.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 13.03% | 45.00%-32.0pp | 36.89%-23.9pp | 172.34%-159.3pp |
| Employer contribution / active EE | $899 | $2,851-68.5% | $2,399-62.5% | $4,379-79.5% |
| Participant deferral / active EE | $1,562 | $4,743-67.1% | $4,137-62.2% | $6,730-76.8% |
| Admin fee / account holder | $3,852 | $11,502-66.5% | $9,741-60.5% | $14,365-73.2% |