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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 | $94,436-37.1% | $115,599-48.6% | $82,637-28.1% |
| Participation rate | 68.0% | 70.4%-2.4pp | 74.3%-6.3pp | 68.1%-0.1pp |
| Annual return | 16.46% | 18.37%-1.9pp | 111.10%-94.6pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,694 | $2,324-27.1% | $2,955-42.7% | $2,552-33.6% |
| Participant deferral / active EE | $3,845 | $3,955-2.8% | $4,889-21.4% | $4,126-6.8% |
| Admin fee / account holder | $2,261 | $10,328-78.1% | $12,841-82.4% | $7,339-69.2% |