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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 | $63,719 | $77,920-18.2% | $149,723-57.4% | $75,177-15.2% |
| Participation rate | 61.3% | 65.6%-4.3pp | 78.8%-17.5pp | 67.2%-5.9pp |
| Annual return | 24.41% | 31.72%-7.3pp | 134.50%-110.1pp | 160.75%-136.3pp |
| Employer contribution / active EE | $3,073 | $3,138-2.1% | $4,821-36.3% | $2,671+15.0% |
| Participant deferral / active EE | $6,727 | $3,411+97.2% | $5,682+18.4% | $4,126+63.0% |
| Admin fee / account holder | $499 | $5,951-91.6% | $13,215-96.2% | $5,651-91.2% |