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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 | $66,565 | $76,407-12.9% | $150,298-55.7% | $82,448-19.3% |
| Participation rate | 65.3% | 66.4%-1.1pp | 77.8%-12.4pp | 68.1%-2.7pp |
| Annual return | 15.29% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $778 | $2,614-70.2% | $4,154-81.3% | $2,551-69.5% |
| Participant deferral / active EE | $4,974 | $3,214+54.7% | $5,453-8.8% | $4,139+20.2% |
| Admin fee / account holder | $2,098 | $6,352-67.0% | $14,116-85.1% | $7,234-71.0% |