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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 | $68,169 | $81,233-16.1% | $155,567-56.2% | $80,874-15.7% |
| Participation rate | 61.9% | 66.2%-4.3pp | 78.2%-16.3pp | 67.6%-5.7pp |
| Annual return | 16.89% | 33.33%-16.4pp | 64.74%-47.8pp | 35.62%-18.7pp |
| Employer contribution / active EE | $2,088 | $3,101-32.7% | $4,674-55.3% | $2,756-24.2% |
| Participant deferral / active EE | $3,255 | $3,452-5.7% | $5,628-42.2% | $4,297-24.2% |
| Admin fee / account holder | $2,546 | $7,998-68.2% | $15,916-84.0% | $6,935-63.3% |