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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 | $56,794 | $88,672-36.0% | $105,223-46.0% | $82,448-31.1% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 14.90% | 30.86%-16.0pp | 180.65%-165.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,477 | $3,048-51.5% | $3,689-60.0% | $2,551-42.1% |
| Participant deferral / active EE | $4,850 | $4,036+20.2% | $5,072-4.4% | $4,139+17.2% |
| Admin fee / account holder | $6,001 | $7,146-16.0% | $8,859-32.3% | $7,234-17.0% |