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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 | $71,152 | $126,661-43.8% | $113,397-37.3% | $138,895-48.8% |
| Participation rate | 63.2% | 79.4%-16.3pp | 76.5%-13.3pp | 79.9%-16.8pp |
| Annual return | 15.28% | 25.05%-9.8pp | 23.20%-7.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,067 | $3,456-40.2% | $2,977-30.6% | $4,194-50.7% |
| Participant deferral / active EE | $4,714 | $5,693-17.2% | $5,076-7.1% | $6,396-26.3% |
| Admin fee / account holder | $6,574 | $14,549-54.8% | $11,957-45.0% | $12,562-47.7% |