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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 | $70,851 | $84,236-15.9% | $170,439-58.4% | $70,124+1.0% |
| Participation rate | 69.4% | 70.8%-1.4pp | 83.6%-14.2pp | 69.5%-0.1pp |
| Annual return | 13.79% | 23.06%-9.3pp | 205.94%-192.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,814 | $3,387-46.4% | $5,433-66.6% | $2,342-22.5% |
| Participant deferral / active EE | $3,642 | $3,086+18.0% | $4,939-26.3% | $3,332+9.3% |
| Admin fee / account holder | $2,949 | $5,698-48.3% | $13,881-78.8% | $4,645-36.5% |