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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 | $63,187 | $89,259-29.2% | $107,187-41.0% | $82,637-23.5% |
| Participation rate | 69.7% | 67.9%+1.8pp | 75.0%-5.3pp | 68.1%+1.6pp |
| Annual return | 14.13% | 21.02%-6.9pp | 204.55%-190.4pp | 53.51%-39.4pp |
| Employer contribution / active EE | $2,068 | $3,080-32.9% | $3,782-45.3% | $2,552-19.0% |
| Participant deferral / active EE | $3,436 | $4,037-14.9% | $5,096-32.6% | $4,126-16.7% |
| Admin fee / account holder | $4,557 | $7,381-38.3% | $9,162-50.3% | $7,339-37.9% |