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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 | $71,615 | $88,672-19.2% | $105,223-31.9% | $82,448-13.1% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 16.97% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,327 | $3,048-56.5% | $3,689-64.0% | $2,551-48.0% |
| Participant deferral / active EE | $3,767 | $4,036-6.7% | $5,072-25.7% | $4,139-9.0% |
| Admin fee / account holder | $8,729 | $7,146+22.2% | $8,859-1.5% | $7,234+20.7% |