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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 | $85,346 | $97,125-12.1% | $86,233-1.0% | $137,256-37.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 16.97% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $574 | $2,841-79.8% | $2,504-77.1% | $4,156-86.2% |
| Participant deferral / active EE | $3,504 | $5,180-32.4% | $4,559-23.1% | $6,407-45.3% |
| Admin fee / account holder | $1,016 | $9,725-89.6% | $8,342-87.8% | $12,270-91.7% |