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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 | $64,595 | $70,435-8.3% | $96,575-33.1% | $85,856-24.8% |
| Participation rate | 53.8% | 61.8%-8.0pp | 69.8%-16.0pp | 69.3%-15.5pp |
| Annual return | 12.69% | 18.59%-5.9pp | 37.79%-25.1pp | 318.58%-305.9pp |
| Employer contribution / active EE | $2,066 | $1,413+46.2% | $2,357-12.3% | $2,565-19.4% |
| Participant deferral / active EE | $3,691 | $2,894+27.5% | $3,849-4.1% | $3,952-6.6% |
| Admin fee / account holder | $3,139 | $4,997-37.2% | $6,182-49.2% | $6,261-49.9% |