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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 | $66,770 | $106,280-37.2% | $96,538-30.8% | $139,487-52.1% |
| Participation rate | 65.0% | 77.8%-12.8pp | 74.3%-9.3pp | 80.3%-15.3pp |
| Annual return | 18.07% | 38.48%-20.4pp | 35.74%-17.7pp | 373.84%-355.8pp |
| Employer contribution / active EE | $2,684 | $4,107-34.6% | $3,740-28.2% | $4,755-43.5% |
| Participant deferral / active EE | $4,443 | $5,457-18.6% | $4,880-9.0% | $6,713-33.8% |
| Admin fee / account holder | $6,032 | $7,888-23.5% | $6,737-10.5% | $11,407-47.1% |