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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 | $70,022 | $79,961-12.4% | $98,462-28.9% | $75,177-6.9% |
| Participation rate | 55.6% | 70.4%-14.8pp | 75.2%-19.6pp | 67.2%-11.6pp |
| Annual return | 18.66% | 19.75%-1.1pp | 21.17%-2.5pp | 160.75%-142.1pp |
| Employer contribution / active EE | $1,764 | $2,264-22.1% | $3,049-42.1% | $2,671-33.9% |
| Participant deferral / active EE | $3,056 | $3,753-18.6% | $4,738-35.5% | $4,126-25.9% |
| Admin fee / account holder | $3,758 | $6,842-45.1% | $8,875-57.6% | $5,651-33.5% |