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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 | $65,625 | $84,236-22.1% | $170,435-61.5% | $70,126-6.4% |
| Participation rate | 61.3% | 70.8%-9.5pp | 83.6%-22.3pp | 69.5%-8.2pp |
| Annual return | 17.09% | 23.06%-6.0pp | 205.94%-188.8pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,742 | $3,387-48.6% | $5,432-67.9% | $2,343-25.6% |
| Participant deferral / active EE | $3,608 | $3,086+16.9% | $4,939-26.9% | $3,332+8.3% |
| Admin fee / account holder | $2,006 | $5,698-64.8% | $13,881-85.5% | $4,645-56.8% |