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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 | $78,690-12.7% | $161,489-57.5% | $87,485-21.5% |
| Participation rate | 61.8% | 67.5%-5.6pp | 78.7%-16.9pp | 68.9%-7.1pp |
| Annual return | 14.32% | 32.74%-18.4pp | 89.72%-75.4pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,907 | $2,588-26.3% | $4,268-55.3% | $2,596-26.5% |
| Participant deferral / active EE | $3,050 | $3,311-7.9% | $5,630-45.8% | $4,274-28.6% |
| Admin fee / account holder | $2,251 | $6,724-66.5% | $16,006-85.9% | $7,775-71.0% |