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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 | $67,280 | $96,731-30.4% | $123,973-45.7% | $86,983-22.7% |
| Participation rate | 64.1% | 70.0%-5.9pp | 76.7%-12.6pp | 69.5%-5.4pp |
| Annual return | 18.37% | 17.33%+1.0pp | 388.13%-369.8pp | 25.83%-7.5pp |
| Employer contribution / active EE | $2,020 | $3,297-38.7% | $4,126-51.0% | $2,584-21.8% |
| Participant deferral / active EE | $4,002 | $4,152-3.6% | $5,247-23.7% | $4,194-4.6% |
| Admin fee / account holder | $2,065 | $8,722-76.3% | $11,799-82.5% | $7,856-73.7% |