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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 | $67,687 | $103,393-34.5% | $87,103-22.3% | $152,909-55.7% |
| Participation rate | 61.5% | 79.4%-17.8pp | 76.9%-15.3pp | 82.5%-20.9pp |
| Annual return | 31.73% | 28.10%+3.6pp | 28.19%+3.5pp | 345.46%-313.7pp |
| Employer contribution / active EE | $1,877 | $3,221-41.7% | $2,521-25.6% | $4,764-60.6% |
| Participant deferral / active EE | $6,458 | $4,778+35.2% | $4,049+59.5% | $5,851+10.4% |
| Admin fee / account holder | $611 | $12,195-95.0% | $7,491-91.8% | $11,601-94.7% |