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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 | $67,853 | $123,793-45.2% | $177,848-61.8% | $79,856-15.0% |
| Participation rate | 63.6% | 84.7%-21.0pp | 87.7%-24.1pp | 69.6%-6.0pp |
| Annual return | 13.76% | 22.82%-9.1pp | 48.33%-34.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,990 | $4,095-51.4% | $5,919-66.4% | $2,471-19.5% |
| Participant deferral / active EE | $5,302 | $5,956-11.0% | $7,714-31.3% | $3,741+41.7% |
| Admin fee / account holder | $4,542 | $7,243-37.3% | $12,431-63.5% | $5,306-14.4% |