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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 | $67,791 | $77,638-12.7% | $156,551-56.7% | $62,881+7.8% |
| Participation rate | 61.1% | 71.2%-10.1pp | 84.0%-22.9pp | 69.3%-8.2pp |
| Annual return | 7.15% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,624 | $3,444-52.8% | $5,501-70.5% | $2,281-28.8% |
| Participant deferral / active EE | $3,783 | $3,046+24.2% | $4,871-22.3% | $3,203+18.1% |
| Admin fee / account holder | $4,303 | $5,561-22.6% | $13,028-67.0% | $4,296+0.2% |