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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 | $66,978 | $61,166+9.5% | $185,849-64.0% | $79,391-15.6% |
| Participation rate | 52.0% | 66.6%-14.6pp | 81.7%-29.7pp | 70.7%-18.7pp |
| Annual return | 16.46% | 19.45%-3.0pp | 122.10%-105.6pp | 116.88%-100.4pp |
| Employer contribution / active EE | $1,165 | $2,321-49.8% | $5,169-77.5% | $2,428-52.0% |
| Participant deferral / active EE | $2,013 | $2,789-27.8% | $5,569-63.9% | $4,046-50.3% |
| Admin fee / account holder | $1,515 | $710+113.5% | $16,244-90.7% | $627+141.8% |