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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 | $73,612 | $81,262-9.4% | $155,602-52.7% | $80,911-9.0% |
| Participation rate | 65.6% | 66.2%-0.6pp | 78.2%-12.6pp | 67.6%-2.0pp |
| Annual return | 13.44% | 33.34%-19.9pp | 64.81%-51.4pp | 35.63%-22.2pp |
| Employer contribution / active EE | $2,285 | $3,102-26.3% | $4,675-51.1% | $2,756-17.1% |
| Participant deferral / active EE | $4,050 | $3,451+17.3% | $5,629-28.1% | $4,297-5.8% |
| Admin fee / account holder | $2,801 | $7,992-65.0% | $15,923-82.4% | $6,935-59.6% |