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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 | $63,124 | $78,690-19.8% | $161,489-60.9% | $87,485-27.8% |
| Participation rate | 68.0% | 67.5%+0.5pp | 78.7%-10.7pp | 68.9%-0.9pp |
| Annual return | 14.36% | 32.74%-18.4pp | 89.72%-75.4pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,210 | $2,588-53.3% | $4,268-71.7% | $2,596-53.4% |
| Participant deferral / active EE | $3,690 | $3,311+11.4% | $5,630-34.5% | $4,274-13.7% |
| Admin fee / account holder | $5,094 | $6,724-24.2% | $16,006-68.2% | $7,775-34.5% |