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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 | $67,772 | $116,203-41.7% | $93,621-27.6% | $152,897-55.7% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.8%-6.6pp | 82.5%-13.2pp |
| Annual return | 37.75% | 35.96%+1.8pp | 32.76%+5.0pp | 345.43%-307.7pp |
| Employer contribution / active EE | $1,655 | $3,219-48.6% | $2,719-39.1% | $4,764-65.3% |
| Participant deferral / active EE | $5,215 | $4,605+13.3% | $4,070+28.1% | $5,851-10.9% |
| Admin fee / account holder | $2,066 | $10,751-80.8% | $7,890-73.8% | $11,599-82.2% |