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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 | $73,567 | $115,225-36.2% | $100,712-27.0% | $138,895-47.0% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 22.05% | 40.35%-18.3pp | 33.27%-11.2pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,296 | $2,771-53.2% | $2,313-44.0% | $4,194-69.1% |
| Participant deferral / active EE | $1,501 | $4,699-68.1% | $4,085-63.3% | $6,396-76.5% |
| Admin fee / account holder | $1,377 | $10,844-87.3% | $9,256-85.1% | $12,562-89.0% |