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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 | $64,152 | $106,749-39.9% | $145,433-55.9% | $82,448-22.2% |
| Participation rate | 63.2% | 75.6%-12.5pp | 82.1%-19.0pp | 68.1%-4.9pp |
| Annual return | 14.81% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,897 | $3,444-44.9% | $4,554-58.3% | $2,551-25.6% |
| Participant deferral / active EE | $3,447 | $6,519-47.1% | $7,897-56.4% | $4,139-16.7% |
| Admin fee / account holder | $968 | $8,390-88.5% | $13,129-92.6% | $7,234-86.6% |