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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 | $74,406 | $101,778-26.9% | $164,975-54.9% | $80,925-8.1% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.7%-1.0pp |
| Annual return | 15.54% | 16.73%-1.2pp | 70.12%-54.6pp | 35.65%-20.1pp |
| Employer contribution / active EE | $1,850 | $2,954-37.4% | $4,343-57.4% | $2,756-32.9% |
| Participant deferral / active EE | $5,603 | $4,477+25.2% | $6,033-7.1% | $4,299+30.3% |
| Admin fee / account holder | $2,745 | $8,221-66.6% | $12,688-78.4% | $6,940-60.4% |