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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 | $70,919 | $84,953-16.5% | $163,379-56.6% | $82,637-14.2% |
| Participation rate | 62.5% | 65.9%-3.4pp | 76.8%-14.3pp | 68.1%-5.6pp |
| Annual return | 15.71% | 23.07%-7.4pp | 63.41%-47.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,872 | $2,183-14.2% | $3,752-50.1% | $2,552-26.6% |
| Participant deferral / active EE | $2,798 | $4,326-35.3% | $6,282-55.5% | $4,126-32.2% |
| Admin fee / account holder | $4,029 | $7,921-49.1% | $9,818-59.0% | $7,339-45.1% |