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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 | $76,736 | $106,864-28.2% | $147,318-47.9% | $82,637-7.1% |
| Participation rate | 69.8% | 75.5%-5.7pp | 82.1%-12.2pp | 68.1%+1.8pp |
| Annual return | 15.12% | 27.49%-12.4pp | 70.43%-55.3pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,492 | $3,417-56.3% | $4,593-67.5% | $2,552-41.5% |
| Participant deferral / active EE | $3,993 | $6,496-38.5% | $7,906-49.5% | $4,126-3.2% |
| Admin fee / account holder | $2,072 | $8,415-75.4% | $13,708-84.9% | $7,339-71.8% |