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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 | $71,111 | $80,992-12.2% | $96,534-26.3% | $75,173-5.4% |
| Participation rate | 65.5% | 71.8%-6.3pp | 76.0%-10.5pp | 67.2%-1.7pp |
| Annual return | 19.15% | 27.05%-7.9pp | 25.88%-6.7pp | 160.72%-141.6pp |
| Employer contribution / active EE | $798 | $2,283-65.0% | $2,965-73.1% | $2,671-70.1% |
| Participant deferral / active EE | $2,764 | $3,929-29.7% | $4,851-43.0% | $4,126-33.0% |
| Admin fee / account holder | $1,839 | $6,717-72.6% | $8,253-77.7% | $5,651-67.5% |