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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 | $62,085 | $73,955-16.1% | $96,520-35.7% | $75,181-17.4% |
| Participation rate | 65.9% | 66.4%-0.6pp | 74.3%-8.5pp | 67.2%-1.3pp |
| Annual return | 17.30% | 26.72%-9.4pp | 35.72%-18.4pp | 160.69%-143.4pp |
| Employer contribution / active EE | $1,119 | $2,930-61.8% | $3,739-70.1% | $2,671-58.1% |
| Participant deferral / active EE | $4,173 | $3,659+14.0% | $4,879-14.5% | $4,126+1.1% |
| Admin fee / account holder | $1,995 | $5,217-61.8% | $6,733-70.4% | $5,650-64.7% |