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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 | $73,922 | $93,589-21.0% | $135,942-45.6% | $75,181-1.7% |
| Participation rate | 65.4% | 75.2%-9.8pp | 81.9%-16.5pp | 67.2%-1.8pp |
| Annual return | 23.34% | 30.90%-7.6pp | 68.28%-44.9pp | 160.69%-137.3pp |
| Employer contribution / active EE | $2,719 | $3,537-23.1% | $4,858-44.0% | $2,671+1.8% |
| Participant deferral / active EE | $4,052 | $6,405-36.7% | $7,759-47.8% | $4,126-1.8% |
| Admin fee / account holder | $577 | $6,977-91.7% | $10,764-94.6% | $5,650-89.8% |