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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 | $67,501 | $143,969-53.1% | $199,883-66.2% | $82,637-18.3% |
| Participation rate | 65.5% | 84.1%-18.6pp | 86.8%-21.2pp | 68.1%-2.5pp |
| Annual return | 14.98% | 25.67%-10.7pp | 43.81%-28.8pp | 53.51%-38.5pp |
| Employer contribution / active EE | $2,583 | $4,632-44.2% | $6,261-58.7% | $2,552+1.2% |
| Participant deferral / active EE | $3,884 | $6,937-44.0% | $9,138-57.5% | $4,126-5.9% |
| Admin fee / account holder | $2,099 | $14,597-85.6% | $17,268-87.8% | $7,339-71.4% |