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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 | $68,012 | $87,166-22.0% | $76,735-11.4% | $137,256-50.4% |
| Participation rate | 63.2% | 74.4%-11.2pp | 69.5%-6.3pp | 80.0%-16.8pp |
| Annual return | 11.76% | 26.50%-14.7pp | 29.77%-18.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $771 | $2,904-73.5% | $2,454-68.6% | $4,156-81.5% |
| Participant deferral / active EE | $1,996 | $4,726-57.8% | $4,088-51.2% | $6,407-68.8% |
| Admin fee / account holder | $3,947 | $8,403-53.0% | $7,189-45.1% | $12,270-67.8% |