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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 | $63,907 | $84,236-24.1% | $170,435-62.5% | $70,126-8.9% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 17.83% | 23.06%-5.2pp | 205.94%-188.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,209 | $3,387-34.8% | $5,432-59.3% | $2,343-5.7% |
| Participant deferral / active EE | $2,161 | $3,086-30.0% | $4,939-56.2% | $3,332-35.1% |
| Admin fee / account holder | $1,204 | $5,698-78.9% | $13,881-91.3% | $4,645-74.1% |