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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 | $75,560 | $87,733-13.9% | $106,554-29.1% | $85,851-12.0% |
| Participation rate | 68.6% | 71.9%-3.4pp | 76.1%-7.6pp | 69.3%-0.7pp |
| Annual return | 23.32% | 21.86%+1.5pp | 26.80%-3.5pp | 318.63%-295.3pp |
| Employer contribution / active EE | $1,328 | $2,073-35.9% | $2,819-52.9% | $2,565-48.2% |
| Participant deferral / active EE | $4,948 | $3,469+42.6% | $4,398+12.5% | $3,952+25.2% |
| Admin fee / account holder | $2,246 | $6,767-66.8% | $7,408-69.7% | $6,261-64.1% |