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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 | $66,763 | $126,661-47.3% | $113,397-41.1% | $138,895-51.9% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 16.72% | 25.05%-8.3pp | 23.20%-6.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,006 | $3,456-42.0% | $2,977-32.6% | $4,194-52.2% |
| Participant deferral / active EE | $3,647 | $5,693-35.9% | $5,076-28.2% | $6,396-43.0% |
| Admin fee / account holder | $689 | $14,549-95.3% | $11,957-94.2% | $12,562-94.5% |