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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 | $74,694 | $80,705-7.4% | $115,768-35.5% | $67,986+9.9% |
| Participation rate | 55.0% | 63.0%-8.0pp | 74.4%-19.4pp | 57.2%-2.2pp |
| Annual return | 18.35% | 18.49%-0.1pp | 100.46%-82.1pp | 31.67%-13.3pp |
| Employer contribution / active EE | $911 | $2,046-55.5% | $2,940-69.0% | $2,019-54.9% |
| Participant deferral / active EE | $3,151 | $3,559-11.5% | $4,917-35.9% | $3,358-6.2% |
| Admin fee / account holder | $2,850 | $4,135-31.1% | $12,439-77.1% | $3,203-11.0% |