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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 | $70,401 | $123,155-42.8% | $108,753-35.3% | $155,188-54.6% |
| Participation rate | 68.8% | 75.6%-6.9pp | 71.1%-2.3pp | 80.8%-12.1pp |
| Annual return | 18.76% | 44.73%-26.0pp | 37.47%-18.7pp | 148.84%-130.1pp |
| Employer contribution / active EE | $1,182 | $2,811-58.0% | $2,427-51.3% | $4,248-72.2% |
| Participant deferral / active EE | $5,563 | $4,623+20.3% | $4,115+35.2% | $6,531-14.8% |
| Admin fee / account holder | $341 | $12,126-97.2% | $10,320-96.7% | $14,480-97.6% |