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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 | $75,541-13.0% | $152,093-56.8% | $82,637-20.4% |
| Participation rate | 69.6% | 66.5%+3.1pp | 77.8%-8.1pp | 68.1%+1.6pp |
| Annual return | 16.93% | 32.56%-15.6pp | 66.36%-49.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,353 | $2,622-48.4% | $4,175-67.6% | $2,552-47.0% |
| Participant deferral / active EE | $2,554 | $3,206-20.3% | $5,451-53.1% | $4,126-38.1% |
| Admin fee / account holder | $1,311 | $6,405-79.5% | $14,497-91.0% | $7,339-82.1% |