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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 | $71,798 | $84,233-14.8% | $170,436-57.9% | $70,131+2.4% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 13.51% | 23.06%-9.6pp | 205.94%-192.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,631 | $3,387-51.8% | $5,433-70.0% | $2,342-30.4% |
| Participant deferral / active EE | $2,671 | $3,086-13.4% | $4,939-45.9% | $3,332-19.8% |
| Admin fee / account holder | $1,242 | $5,698-78.2% | $13,880-91.0% | $4,645-73.3% |