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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 | $65,750 | $76,407-13.9% | $150,298-56.3% | $82,448-20.3% |
| Participation rate | 69.6% | 66.4%+3.2pp | 77.8%-8.1pp | 68.1%+1.6pp |
| Annual return | 16.93% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,353 | $2,614-48.2% | $4,154-67.4% | $2,551-46.9% |
| Participant deferral / active EE | $2,554 | $3,214-20.5% | $5,453-53.2% | $4,139-38.3% |
| Admin fee / account holder | $1,311 | $6,352-79.4% | $14,116-90.7% | $7,234-81.9% |