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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 | $74,632 | $84,236-11.4% | $170,435-56.2% | $70,126+6.4% |
| Participation rate | 68.0% | 70.8%-2.8pp | 83.6%-15.6pp | 69.5%-1.5pp |
| Annual return | 17.91% | 23.06%-5.1pp | 205.94%-188.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $1,265 | $3,387-62.7% | $5,432-76.7% | $2,343-46.0% |
| Participant deferral / active EE | $2,496 | $3,086-19.1% | $4,939-49.5% | $3,332-25.1% |
| Admin fee / account holder | $532 | $5,698-90.7% | $13,881-96.2% | $4,645-88.5% |