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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 | $74,332 | $93,598-20.6% | $135,974-45.3% | $75,173-1.1% |
| Participation rate | 65.7% | 75.2%-9.5pp | 81.9%-16.2pp | 67.2%-1.5pp |
| Annual return | 18.53% | 30.89%-12.4pp | 68.30%-49.8pp | 160.72%-142.2pp |
| Employer contribution / active EE | $2,341 | $3,538-33.8% | $4,859-51.8% | $2,671-12.4% |
| Participant deferral / active EE | $5,319 | $6,405-17.0% | $7,760-31.5% | $4,126+28.9% |
| Admin fee / account holder | $1,632 | $6,978-76.6% | $10,767-84.8% | $5,651-71.1% |