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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 | $61,227 | $84,236-27.3% | $170,435-64.1% | $70,126-12.7% |
| Participation rate | 61.2% | 70.8%-9.6pp | 83.6%-22.4pp | 69.5%-8.3pp |
| Annual return | 20.40% | 23.06%-2.7pp | 205.94%-185.5pp | 73.15%-52.8pp |
| Employer contribution / active EE | $1,773 | $3,387-47.6% | $5,432-67.4% | $2,343-24.3% |
| Participant deferral / active EE | $3,421 | $3,086+10.8% | $4,939-30.8% | $3,332+2.7% |
| Admin fee / account holder | $3,404 | $5,698-40.3% | $13,881-75.5% | $4,645-26.7% |