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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 | $67,499 | $102,938-34.4% | $94,105-28.3% | $138,895-51.4% |
| Participation rate | 68.2% | 74.6%-6.5pp | 71.9%-3.8pp | 79.9%-11.7pp |
| Annual return | 16.83% | 250.28%-233.5pp | 204.55%-187.7pp | 145.39%-128.6pp |
| Employer contribution / active EE | $643 | $2,732-76.5% | $2,504-74.3% | $4,194-84.7% |
| Participant deferral / active EE | $2,663 | $4,196-36.6% | $3,881-31.4% | $6,396-58.4% |
| Admin fee / account holder | $4,492 | $6,600-31.9% | $6,199-27.5% | $12,562-64.2% |