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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 | $59,640 | $147,556-59.6% | $129,031-53.8% | $198,609-70.0% |
| Participation rate | 66.7% | 77.2%-10.6pp | 73.4%-6.7pp | 82.4%-15.7pp |
| Annual return | 16.44% | 37.41%-21.0pp | 34.67%-18.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $1,312 | $3,645-64.0% | $3,226-59.3% | $5,055-74.0% |
| Participant deferral / active EE | $6,445 | $5,760+11.9% | $5,217+23.5% | $6,977-7.6% |
| Admin fee / account holder | $9,867 | $15,467-36.2% | $13,208-25.3% | $19,030-48.1% |