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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 | $59,442 | $94,031-36.8% | $115,768-48.7% | $82,448-27.9% |
| Participation rate | 68.0% | 70.4%-2.4pp | 74.4%-6.4pp | 68.1%-0.1pp |
| Annual return | 16.46% | 20.61%-4.1pp | 100.46%-84.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,694 | $2,323-27.1% | $2,940-42.4% | $2,551-33.6% |
| Participant deferral / active EE | $3,845 | $3,972-3.2% | $4,917-21.8% | $4,139-7.1% |
| Admin fee / account holder | $2,261 | $10,249-77.9% | $12,439-81.8% | $7,234-68.7% |