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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 | $68,675 | $76,407-10.1% | $150,298-54.3% | $82,448-16.7% |
| Participation rate | 61.8% | 66.4%-4.6pp | 77.8%-15.9pp | 68.1%-6.2pp |
| Annual return | 14.32% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,907 | $2,614-27.0% | $4,154-54.1% | $2,551-25.2% |
| Participant deferral / active EE | $3,050 | $3,214-5.1% | $5,453-44.1% | $4,139-26.3% |
| Admin fee / account holder | $2,251 | $6,352-64.6% | $14,116-84.1% | $7,234-68.9% |