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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 | $71,364 | $96,731-26.2% | $123,973-42.4% | $86,983-18.0% |
| Participation rate | 64.2% | 70.0%-5.9pp | 76.7%-12.5pp | 69.5%-5.4pp |
| Annual return | 14.39% | 17.33%-2.9pp | 388.13%-373.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $1,252 | $3,297-62.0% | $4,126-69.7% | $2,584-51.6% |
| Participant deferral / active EE | $3,900 | $4,152-6.1% | $5,247-25.7% | $4,194-7.0% |
| Admin fee / account holder | $11,847 | $8,722+35.8% | $11,799+0.4% | $7,856+50.8% |