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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 | $76,618 | $106,864-28.3% | $147,318-48.0% | $82,637-7.3% |
| Participation rate | 66.7% | 75.5%-8.8pp | 82.1%-15.4pp | 68.1%-1.4pp |
| Annual return | 20.96% | 27.49%-6.5pp | 70.43%-49.5pp | 53.51%-32.5pp |
| Employer contribution / active EE | $1,632 | $3,417-52.2% | $4,593-64.5% | $2,552-36.0% |
| Participant deferral / active EE | $3,419 | $6,496-47.4% | $7,906-56.8% | $4,126-17.1% |
| Admin fee / account holder | $1,389 | $8,415-83.5% | $13,708-89.9% | $7,339-81.1% |